You Spent 20 Years Earning Your Money.

Spend 20 Minutes Saving It.

Schedule a Call.

 

Below you can schedule a call with Brian McLean, one of our advisors. To schedule a call with Brian, scroll down and click on any of his available times. Brian McLean is vastly knowledgeable about your company's benefits plan and can help guide you through a happy retirement. 

brian-mclean

Brian McLean

Brian has been working with Fortune 500 employees for over 20 years and is very familiar with your benefits. 

What does a typical day look like for you?

The first thing I do every morning is check the news for market updates and research market strategies. The next portion of my day is dedicated to call/meetings with clients where I try to get a full understanding of their preferred strategy.  In the afternoon I will typically make changes and adjustments to my client's portfolios. 

How important is educating clients in your process?

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. One of the benefits of working with us is our ability to provide clear, easily understood, straightforward explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

What is the most rewarding part of your job?

I really enjoy getting to know someone and learning how I can help them pursue their financial goals.

Contacting Brian

Office: (800) 900-5867

Connect with Brian on LinkedIn