We offer comprehensive solutions through a spectrum of financial services. From growing your wealth to investing for your family's future, we strive to be Central Florida's preeminent financial services firm. Whether you are a veteran of success or are just starting to build your portfolio, we can help you pursue your goals and work toward surpassing them in time with a personalized financial plan designed specifically for your needs and goals.
As an ongoing effort to adapt to current conditions, we are offering virtual meetings or phone meetings as an option to our clients in lieu of in person meetings. One-size fits all scenarios should not be implemented for your personal retirement. At Brick Retirement Group, we specialize in tailoring our investments to not only fit your current situation, but also provide a foundation for future growth.
As an ongoing effort to adapt to current conditions, we are offering virtual meetings or phone meetings as an option to our clients in lieu of in person meetings. One-size fits all scenarios should not be implemented for your personal retirement. At Brick Retirement Group, we specialize in tailoring our investments to not only fit your current situation, but also provide a foundation for future growth.
Services
BRG is dedicated to providing you with the best solutions to meet your retirement goals and financial needs. We realize the impact and importance that your savings will have on your future. We help evaluate your needs and sustainability of retirement income by considering topics like the inflation rates, rate of returns and debt reduction just to name a few.
Greg Brick established the company that became Brick Retirement Group in 1995. He is a UCF alumni and in addition to having his ChFC designation, he holds his series 6 and series 63. Over the past 25 years, the principles that the company was founded on still hold true today. We value our clients and believe everyone has unique situations that need to be addressed on an individual bases.
Without a final expense plan, your children are generally left with the bills. What follows can be as serious and devastating as a GoFundMe page, bankruptcy, and more. Having a plan for final expenses can help your secure peace of mind that your family won't be left with cost.
In my experience I have concluded the reason individuals purchase Final Expense coverage is not for themselves, it's to take the "Financial Burden" off their loved ones during a very stressful time.How Final Expense coverage works, is the benefits go to your beneficiary "Income Tax-Free"! Your beneficiaries can use any funeral home you or they select!
In my experience I have concluded the reason individuals purchase Final Expense coverage is not for themselves, it's to take the "Financial Burden" off their loved ones during a very stressful time.How Final Expense coverage works, is the benefits go to your beneficiary "Income Tax-Free"! Your beneficiaries can use any funeral home you or they select!
He's 70 years old, and he loves spending time with his grandkids teaching them woodworking, and he's in impeccable health. John hopes to have many years ahead of him, but he wants everything settled in advance for when the time comes so his family has no surprises, no unexpected cost and no emotional burden is put on his family.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (1)
Karen Faiq
Sep 11, 2019
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I’ve been in search for someone to help me plan for my retirement. I finally found the right firm in Oviedo. Greg is a very knowledgeable advisor and was very helpful in helping me understand different options that suited my situation. His office staff is very friendly and always goes above and beyond when I stop in to visit. If you need help with retirement, I highly recommend that you set up an appointment with Brick Retirement Group.
