Brian has been working with Fortune 500 employees for over 20 years and is very familiar with your benefits. He has been published in several ABC, NBC & Fox Affiliates, as well as MarketWatch.
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.
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.
I really enjoy getting to know someone and learning how I can help them pursue their financial goals.
Office: (800) 900-5867
Office Locations
South-West Regional Office
Austin, TX
Phone: 1-281-766-0747
Mid-West Regional Office
St Louis, MO
Phone: 1-314-858-9090
Southern California Regional Office
San Diego, CA
Phone: 1-858-404-8900.
Disclaimer: Securities offered through FSC Securities Corporation or Charles Schwab, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. *We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. The Retirement Group, LLC is registered to conduct advisory business in the following states: AZ, CA, CO, FL, ID, IL, IN, LA, MD, MI, MO, NE, NV, NJ, NY, NC, OK, OR, PA, SC, SD, TX, UT, VA, WA. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867
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