BRENNAN FINANCIAL GROUP...

At Brennan Financial Group we have been helping people transition into retirement for over a decade.  As we have grown, so have our products and services offered.  We now specialize in creating income in retirement from Qualified Accounts such as 401k's and 403b's to Non-Qualified Accounts and beyond.  In this volatile market environment we have focused on deriving income for our clients while maintaining market share.  We are licensed in securities, insurance, and annuities.  As a full service financial group we are excited to display our knowledge and commitment to excellence to every potential client that walks through our door. 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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