Financial success doesn't happen by accident: It requires hard work and the determination to make sacrifices for your future. Most importantly, it requires a plan and the discipline to follow that plan through.
Whether you're beginning a career or planning for retirement, you need someone who knows the road ahead, can show you the risks you'll face along the way, and can help you reach whatever destination you have in mind as smoothly as possible.Brassell Wealth and Retirement Planning is an independent financial advisory firm focused on helping build and protect long-term wealth, especially for those planning for retirement.
Whether you're beginning a career or planning for retirement, you need someone who knows the road ahead, can show you the risks you'll face along the way, and can help you reach whatever destination you have in mind as smoothly as possible.Brassell Wealth and Retirement Planning is an independent financial advisory firm focused on helping build and protect long-term wealth, especially for those planning for retirement.
Services
Brassell Wealth and Retirement Planning is an independent financial advisory firm, owned and operated by Managing Principal, Brian Brassell. The company was founded in 2006 as Senior Advising Services, an insurance brokerage offering risk management and insurance products for seniors. It was renamed in 2017 to reflect the organization's growth from an insurance agency to a comprehensive financial planning firm.
Brian Brassell is the owner and Managing Principal of Brassell Wealth and Retirement Planning. He graduated from the Pennsylvania State University in 2001 with a Bachelor of Science degree and has since earned the Certified Senior Advisor (CSA) designation as well as the Chartered Retirement Planning Counselor (CRPC(R)) designation from the College for Financial Planning.
Peace of mind in investing comes down to a simple principle: An investment plan should mirror its investor. Your ideal plan should reflect your goals and attitudes towards risk, otherwise you are set up for financial disaster. With more information and investment options than ever before, making the right choices can seem impossible.
A comprehensive financial plan isn't complete without safety nets to protect the wealth we create. Like the air bag or seat belts in your car, insurance provides protection for our money and loved ones if things go wrong. Too little insurance can jeopardize your financial future, and too much insurance can be costly.
Retirement is a destination like few others: The days of living life on someone else's terms have come to a close. You now have the freedom to pursue the life you have always dreamed of, but with this new freedom can come a tremendous amount of fear and uncertainty. Everything you know about life changes once you stop working, which is why it is so important to partner with a professional who understands the retirement landscape.
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