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When you have confidence in your future you can enjoy the present.

Total Financial Planning Services

Clarity in a Complex Financial World

The Brian A. Voss team provides knowledgeable, timely guidance on all of the vital financial areas that affect your future and security.

  • Building a portfolio of investments suited to your personal circumstances.
  • Planning and using trusts and insurance to safeguard family wealth.
  • Finding the best way to fund college tuition.
  • Synchronizing retirement savings with college.
  • Choosing the most tax advantaged retirement vehicles.
  • Identifying specific income and estate tax strategies.
  • Assessing long term care costs for a family member or friend.
  • Defining a prudent exit strategy for a business venture.
  • Developing a plan to make a series of small changes that lead to long-range growth.

Serving Only Your Best Interest

As an independent financial advisor Brian is compensated by fee only.  He does not offer any products. He and his team perform due diligence and bring clients the best in class of all financial instruments. They have the knowledge and expertise and they always act in your best interest.

Brian and his team stay on top of all phases of the financial world that affect you and your wealth. They participate in professional financial conferences, take continuing educational courses and reapply for professional certification. This is the commitment effective wealth management demands. It’s what Brian A. Voss delivers.

Expertise

Services

Resources

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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