Our Philosophy

Here at Brennan Financial we understand we work for you.  As a Register Investment Advisor, Brennan Financial Group is not only held to a hirer standard of recommending products that are suitable to each client after data collection, research, and careful consideration, but we are also held to a "Fiduciary Responsibility" to make recommendations in the best interest of our clients. 

Along with Wealth Accumulation we focus on providing a monthly "Income Stream" for our retired clients, as well as those in need of supplemental income.  By using low cost funds, focusing on varying risk tolerance, and maximizing dividend yield we are able to develop well rounded portfolios that stave off timing risk, surrender charges, and extra fees associated with taking withdrawals from these retirement accounts.

We realize in a perfect world everyone could live off of Social Security, savings, and focus soley on the accummulation of assets.  However, most Americans have worked hard to save for retirement and expect it to work for them to create lasting income.  Our goal is to make the most out of this hard earned money and supplement the loss in cash flow that comes with retirement.  Using our Income Models we can maximize income stream, while controlling timing risk, liquidity risk, and keeping our clients money readily available with none of the surrender charges associated with other investment tools. Whether the money is needed for a new car, vacation, or education costs we realize maintaining comfortablity and desired lifestyle in retirement is a crucial aspect of creating a tailored financial plan. 

Being a full service firm, we provide a mix of products that can be utilized to make the transition into retirement.  Every client that walks in our door has different worries, cash flow needs, available assets, and long term goals.  We have worked very hard to offer multi tiered solutions for our clients. 

 We have been developing lasting and successful relationships with our clients for over a decade and are excited to take on new clients as we continue to honor our commitment to excellence.