The Brennan Financial Group assists successful individuals and businesses in meeting their financial objectives.  We believe you have a responsibility to those that depend on you and it is our responsibility to help you achieve financial security, rather than leaving things to chance.  We also believe you should be able to retire with dignity and choose what happens to your estate.

We will present options to help you increase and protect your income, minimize many types of taxes, and increase and protect your net worth.  We achieve this by following a six-step process.

  1. We introduce our business practices, our values and ourselves. 
  2. Discuss your goals and ideas while gathering data necessary to provide you with a personalized recommendation.
  3. Analyze and evaluate your specific information.
  4. Develop and present a strategy, maximizing every dollar you have contributed to your financial well-being.
  5. Implement the appropriate strategies and products.
  6. Provide you with complete monitoring to ensure that your strategy stays on course.

Our client service and personal relationships are what separate the Brennan Financial Group from other financial firms.  We schedule review meetings to keep you up-to-date with the ever changing financial landscape and stay in touch through phone calls, e-mails, quarterly newsletters, educational workshops, website updates and client events throughout the year.  Your peace of mind is our main goal and you are always seen as a person, never just an account number, which means you, will be working with an advisor that knows and cares about you.

 

 

Brennan Financial Group, LTD is not affiliated with New England Securities.

I am licensed and registered to offer products and services in [OH]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

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