Brian is recognized as a leading expert on retirement planning and a retiree advocate on stock options, investments, insurance, income and estate taxes. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), he has worked with hundreds of retirees and pre-retirees from companies like AT&T, Sprint, Harris, Lockheed Martin and Siemens/Westinghouse and saved many of his clients tens of thousands of dollars in taxes and other financial expenses. He shows people how to retire earlier than they ever thought, worry free. Making certain the money lasts no matter how long someone lives, protecting assets if someone gets sick and needs long term care, and making sure the IRS and the attorneys get the least amount possible. An accomplished speaker and author, Brian has hosted a radio show, provided expert commentary for local TV news programs, publishes a monthly newsletter and has been published in several professional journals. Brian takes his own principals and puts them into play in his own life by traveling often, doing what he wants, when he wants, where he wants!
