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.
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.
Tax Season’s Over: Time to Revisit Your W-4 Withholding Tax Season’s Over: Time to Revisit Your W-4 Withholding Written by Wealth Consulting Group’s Caitlin Allard, CFP, EA May 1, 2025 Now that another tax season is behind us, it’s the perfect time to reflect back on your tax picture—specifically, your W-4 elections. Whether you received
The Unsung Hero: The Primary Caregiver The Unsung Hero: The Primary Caregiver Written by Wealth Consulting Group’s Ray Bell April 1, 2025 Gene Hackman has always been my all-time favorite actor. His remarkable career spanned from the late 1960s into the early 2000s. A versatile talent, he seamlessly moved between dramatic, comedic, romantic, and action roles,
Navigating Policy Shifts: An Investor’s Perspective Navigating Policy Shifts: An Investor’s Perspective Written by Wealth Consulting Group’s Chief Investment Officer, Jim Worden March 5, 2025 The last four trading sessions have underscored that volatility is back. It always is when accompanied by lots of uncertainty. But this uncertainty hasn’t been about whether the Fed will
New Opportunities for Life Insurance New Opportunities for Life Insurance February 1, 2024 The new year can give us perspective and focus on what is important like our loved ones. Protecting our loved ones is front of mind. Life Insurance is an important piece of protecting your loved ones. According to a 2020 LIMRA study
Planning for Long-Term Care: What You Need to Know Planning for Long-Term Care: What You Need to Know December 1, 2024 Many people mistakenly believe they’ll never need skilled nursing care or that Medicare will fully cover it. This misconception arises from confusion between Medicare (federal health insurance for those 65+) and Medicaid (a joint
Understanding How to Hold Title of Assets: Choose Wisely! Understanding How to Hold Title of Assets: Choose Wisely! November 1, 2024 When you purchase your first home or open a taxable account, you might be asked, “How would you like to hold title to this?” For many, this question can be confusing, and it’s not
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
Have questions or wondering how we can work together? Send me a message and I will be in contact with you soon.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, FL, ID, IL, MA, MI, MO, NC, NV, VA, WA.
