Financial Planner and Investment Advisor Representative
At Mr. B, our focus is on redefining financial management as an exciting and easy-to-understand journey filled with limitless possibilities. Mr. B has access to resources in Certified Financial Planners and Certified Financial Analysts through his established relationships with registered investment advisory firm Gradient Advisors, LLC, and third-party money manager Gradient Investments, LLC. With the assistance of these resources, Mr. B helps you manage your wealth and addresses your financial concerns while treating you with the dignity and respect you deserve.
Investment Advice with a Twist
Forget the stuffy, traditional “good old boy” advisor meetings. Mr. B believes in making your financial success engaging, easy-to-understand, and most importantly, enjoyable. Rely on Mr. B’s four decades of experience to expertly guide you through the complexities of portfolio management, investment advice and retirement planning today!
A Tailored Retirement Income Plan
A common fear of nearly everyone approaching retirement is running out of money. Planning for retirement is overwhelming because most people make the mistake of only setting a savings goal for retirement (Like $1 million) and don’t plan for the most important aspect of a valuable retirement plan: maximizing social security benefits, and which accounts (Savings, IRAs, brokerage, Annuities, Life Insurance) to pull from first, second and so-on (and how much out of each of those accounts).
Learn and Grow
Mr. B is passionate about empowering clients through knowledge. Join Mr. B's webinars or seminars to deepen your understanding of transformative financial strategies. Mr. B delivers valuable insights in a relatable and fun way. Contact Mr. B to start your journey to financial empowerment.