Brian Quick, CLU®, CHFC®
Brian has over 26 years of experience in the ﬁnancial services industry. His focus is on tax diversiﬁcation planning through utilization of tax-efﬁcient/tax-free income strategies, comprehensive ﬁnancial planning, and ﬁnancial security planning focused on risk management. Brian’s objective is to provide you with the highest level of service, so you can focus on what’s important to you.
Brian’s professional designations include:
ChFC: Advanced planning for every person, every need. That’s the promise of a ChFC®(Chartered Financial Consultant®) designation from The American College of Financial Services.
- Retirement Planning
- Income Tax Strategies
- Investment Planning
- Estate Planning
- Life Insurance
- Disability Insurance
- Insurance Planning for Business, Estate, Tax and Risk Management
Ready to Take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.