Many people are quickly approaching the conclusion of their working years and are evaluating their retirement plans and the related financial concerns that accompany them. Damon and Terri Bryan, owners of Bryan Financial Services, Inc., have positioned their company to provide the guidance and direction you'll need to help you live the golden part of these heralded golden years. With degrees in marketing, business, and finance, Damon and Terri are licensed in life and health insurance and are also licensed to sell insurance, securities, and financial products. Join us as Terri explains the importance of having a sound financial plan;
We focus on retirement planning. If you're a young person, we meet with you to discuss your current situation and your future goals and then we help you design a plan to reach those goals. We help you establish the dollar amount that you're going to need for retirement and we provide you with a set of planning tools to use to help you be in control of both your current life and your future. We can setup different mechanisms that will enable you to have rainy day money, help you with debt issues you might have, and teach you what we call the passport to retirement. We present this program on the passport to retirement to show you the steps you need to take to achieve your retirement goals.
If you are closer to retirement or already retired, we will assist you with your 401k rollovers. We find that when you're approaching retirement, many times there's very little understanding of how you can take this money that you've set aside and utilize it to support you throughout the remainder of your life or to supplement whatever income you will have in retirement whether that income is your social security benefits, income from employment, or income from other business interests. Our main focus is providing advice and guidance to clients who are facing this huge challenge.
We do both small and large scale insurance planning. We offer a full range of insurances that include homeowners insurance, fire insurance, auto insurance, health insurance, and commercial insurance. If you're a business owner and you're looking to insure the life of a partner, a key employee, or your own life, we show you how insurance can help your business continue in the event that something would happen to one of the key employees.
Bryan Financial Services, Inc. helps customers with their estate planning and teaches them how to use insurance products like irrevocable life insurance trusts to enable them to pass the assets to their heirs in a tax efficient manner. Damon, a licensed registered representative, helps incorporate mutual funds and annuities into their overall retirement plan and we're very involved in continuing education to stay up to date on the ever changing laws governing Medicare, Medicaid, inheritance laws, and trust laws.
Everyone thinks that financial planning is an area that only applies to those who have a lot of assets. The truth of the matter is that people who are living paycheck to paycheck need financial planning more than those who are well off. People who are well established are mainly looking at tax and planning issues but those who are on very tight budgets really need to think about where they can place a tiny little bit of money so it can grow and be available to meet their coming retirement needs.
Bryan Financial Services, Inc. offers a one stop shopping concept for all of your financial planning needs. Ensure that your golden years can support the lifestyle you deserve by calling Damon and Terri today and don't forget to tell them that The Advocate sent you!
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