Our Team
Our Financial & Insurance Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Brandon Green, CLU®, ChFC®, CLTC®, LUTCF®
Since 2003, I’ve worked in the financial services industry. Like many young financial professionals, I began by working for a large firm. However, about halfway through my career, I started to believe retirement was broken. Traditional wisdom had not adapted to a changing tax environment and clients were asking for help that required strategies beyond the typical cookie-cutter solutions in the marketplace. In 2016, along with other like-minded individuals, I went independent.
Traditional solutions aren’t bad, but they tend to open people up to unnecessary taxes. Now – as a boutique insurance and retirement strategy firm, companies no longer tell us what to do for our clients. Instead, we tailor solutions for their situations and leverage products and companies in the marketplace that help build solutions unique to them.
The right design truly depends on what the client is trying to do and as we often say, the situation is boss. We want our clients to enjoy their retirement rather than worrying about the potential impact of undue or excessive risk.