Brianne is a CERTIFIED FINANCIAL PLANNER™ and financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through WCG Wealth Advisers and LPL Financial, as well as her life and health insurance licenses.
The Financial Planning process is based on a mutual respect between the client and planner. Each person’s needs and goals must be assessed, before an individualized financial plan is developed.
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Once all of the necessary data has been gathered, we will analyze and evaluate the current financial situation, depending on personal needs and goals.
Recommendations will be developed and presented to the client, so that they can easily be implemented. Performance and progress of the plan will be monitored on an ongoing basis, and the client will be provided with continuous support.
Ten Items Often Overlooked in Your Life Insurance Policy Ten Items Often Overlooked in Your Life Insurance Policy August 1, 2024 Life insurance policies are incredibly detailed, and even a good policy might not cover everything you should know. Here are ten items every life insurance consumer should be aware of: • The Free Look Period: Every
Overcoming 3 Common Barriers to Estate Planning Overcoming 3 Common Barriers to Estate Planning July 1, 2024 Chances are, you’re investing considerable time and effort into achieving financial milestones, both big and small. From submitting a final payment on a burdensome debt and finally reaching a fully funded emergency fund to ramping up your retirement
Company Stock in Your 401(k)? Consider Net Unrealized Appreciation. Company Stock in Your 401(k)? Consider Net Unrealized Appreciation. June 1, 2024 If you are currently holding company stock in your pre-tax retirement account, you may want to consider a tax planning strategy called Net Unrealized Appreciation (NUA). The NUA strategy primarily aims to reduce your
Your Credit Score: That Important Three-Digit Number Your Credit Score: That Important Three-Digit Number May 1, 2024 Your Credit Score and the SAT’s Your credit score is kind of like taking the SAT’s (something most of us never want to think about again). They are both important numbers that help others make decisions about your
4 Ways Improving Your Financial Literacy Can Change Your Life 4 Ways Improving Your Financial Literacy Can Change Your Life April 1, 2024 April is celebrated as Financial Literacy Month, an opportune time for the finance community to share their wealth of knowledge, aiming to enhance our financial understanding and confidence. Learning fundamental skills such
Should You Borrow from Your 401(k)? Should You Borrow from Your 401(k)? March 1, 2024 Given the current interest rate environment, it may be tempting to consider taking a loan from your 401(k) as a source of financing your needs or wants. Assuming your employer plan permits borrowing, be sure to review the impact on
Backdoor Roth: Not so “Hush-Hush” Backdoor Roth: Not so “Hush-Hush” February 1, 2024 Summary: If your Modified Adjusted Gross Income (MAGI) is too high to make direct Roth IRA contributions, backdoor Roth contributions can be made. Be aware of pro-rata taxation of pre-tax IRA assets when implementing backdoor Roth. Backdoor Roth contributions may be optimal
4 Simple Ways to Financially Prepare for 2024 4 Simple Ways to Financially Prepare for 2024 January 1, 2024 Setting and pursuing new goals isn’t confined to a calendar. However, there’s a distinct sense of purpose and momentum that accompanies the start of a new year, making it an opportune time to lay the groundwork
Secure Act 2.0: Reminders for 2024 Secure Act 2.0: Reminders for 2024 December 1, 2023 On December 29, 2022, the SECURE Act 2.0 (SECURE 2.0) was signed into legislation. Many provisions included in the bill will be phased into effect over the next several years. Here are some of the notable provisions for individuals that
Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze” Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze” November 8, 2023 Estate planning may be one of the last things that anyone wants to think about. Not only is it difficult to contemplate our mortality, but human beings may also have
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The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, ID, MA, MD, MI, MO, NC, OH, TX, VA, WA.
