Brian R Dague
Wealth Management Advisor|CFP®, RICP®
Helping you live your best life now
Get a financial plan that prioritizes your priorities.
For many people, financial planning is a BIG category. There are tons of resources available to create budgets, analyze investments, purchase insurance and a host of other topics.
We begin our process with a conversation to understand your goals, vision and dreams and where you are now. By listening carefully and asking great questions, we help our clients get to what really drives them. From there we create a customized plan to thoughtful, personal recommendations to improve their situation and help them achieve financial security on their terms.
Everyone views financial security and independence differently. Our philosophy is that each plan is unique and designed specifically for that person, family or business. However a great plan, not acted on makes no impact. Therefore we help people execute what needs to be done to make progress. We celebrate the progress and set new goals to achieve what's next. Financial Planning is a process not a project.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
