Brian Penney
What keeps Brian coming to work, though, is learning new strategies for clients, meeting new people, and building and reviewing client portfolios. He's a my-clients-come-first kind of adviser. That means maintaining his independence, so clients know he's acting according to their goals and not according to some corporate agenda. It's the best outlet for his love of people and his love of economics and the markets. He knows what he's doing is helping shape people's financial lives. Before moving forward with any financial plan, he listens carefully to your values and your vision for the future and for your legacy. His goal is to help you define and refine your vision, honor your decisions, and help you achieve those goals.
Brian holds his life, health, LTC, and securities licenses. He is a member of the Million Dollar Roundtable and a Platinum Advisor. When he's not at work, he enjoys golf, family movie night, and travel with his family, including his wife, Tammie, and their four kids.
Our mission is as consistent as the attention it provides: to have a dedicated, enduring relationship with clients, helping to grow and preserve their wealth while achieving their personal milestones and long-term goals.
Our rich investment experience enables us to craft a fully integrated wealth plan that embraces all aspects of a client's life. From those looking toward retirement or college to maximizing wealth for the next generation, or to minimizing tax exposure, our process provides strategies based on the client's overall investment goals.
We have the client's objective in mind when developing a fully personalized portfolio. We take an analytic look at a variety of financial strategies and how these may impact future cash flow and the ability to reach the client's goals.
To help ensure each client's plan moves in sync with their goals, asset allocations* are monitored and rebalanced based on changes in market conditions, client situations, and future ambitions.
*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
2009
2-4 Employees
AZ, IL, FL
AZ, Il, FL
17
Individual Investors, Businesses
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
HMO, Life, Health, Variable Annuity, Annuity, Variable Life, Long Term Care
Mutual Funds, Bonds, Insurance, Annuities
Your Office, Email, Phone, Your Home, Video Conference
Fee-Based
Based on Assets, Commissions
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
