Brian helped set up our mortgage and also some excellent term insurance for us to cover our mortgage.
We upgraded our coverage, from what the bank could offer, at a very excellent price.
I found Brian’s web site on the internet. I was looking for some life insurance quotes. Brian shared some ideas beyond just term insurance. The ability to convert this policy and having lots of choices that I was not aware of, he also, gave me a book on “Be Your own Banker” which was very interesting! Since I do my own investing learning more about insurance and what it can do for me and my family was a bonus which I don’t think I would get easily.
I have known Brian for over fifteen years. I am happy with the fact Brian does not hesitate to come up with new ways to help me and my family. The latest example is helping me organize my financial life and put me on the right track. Brian’s philosophy is to educate me and my wife to make better financial decisions rather than telling me what to do which makes us more comfortable about the direction we are going.
With Brian’s approach we were able to get all our finances in order. He also
spent a lot of time going over a number of important items covered in the
I appreciated Brian’s ability to take some complex issues and break it down into terms I could relate to. He made insurance easy to understand.
Michelle and I have known Brian for a number of years. He has provided sound advice on our mortgage which we believe has saved us thousands over the years. Brian was right there with us when markets have been down and he often shares new ideas with goal of protecting our money and putting us first. We would recommend Brian to anyone who is looking for someone who wants to deal with an advisor who shares ideas and concepts relevant to today’s market.