Overview

Retirement at last! What is your vision of it? Lazy afternoons by the pool or at the beach? As much golf or fishing as your heart desires? Maybe you want to travel? Spend quality time with your grandchildren? All of the above? Brian Levy and Shane P. Brosnan have built their practice around helping baby boomers plan their financial futures. If there is one thing they have learned, it is that one-size-fits-all retirement plans don't cut it. No two people are exactly alike. Your goals, dreams and visions of the future are as unique as your fingerprints, and your financial plan for retirement should be the same. In The Retirement Fingerprint(R), Brian and Shane team up to debunk outdated financial planning strategies that no longer work. Their sensible, 21st-century approach to investing is instant relief for those left dizzy from Wall Street's roller coaster rides. If a game plan for a financially secure retirement is what you are looking for, you have come to the right place! To learn more about BML Wealth Management, visit their website at www.bmlwealth.net

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9781984118165

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Brian Levy is the founder of BML Wealth Management. He has more than 10 years in the financial services industry and holds a BA in business economics from the University of California, Santa Barbara. He is independently licensed in both securities and insurance to provide the most comprehensive approach for his clients. He currently holds the Series 7 and Series 66 securities licenses and is licensed in life and health insurance in every state. Brian engages his clients on a fee-basis which allows him to act in a fiduciary capacity, the highest standard of care. You can find Brian providing financial commentary on several radio stations across Southern California, including Angels Radio AM830 and Financial News & Talk AM1510. Brian is a Southern California native and currently resides in Irvine with his beautiful wife and two daughters. He most enjoys spending time with his family and friends. CA Insurance License #0E50344 Shane is a partner at BML Wealth Management and has over 20 years of experience in the financial and insurance industry. He has completed his Series 7, 63 and 65 securities licenses along with life and health, disability and long-term care insurance licenses. Shane is a lifelong resident of Orange County and lives in Newport Beach, California, with his wife, Tiffanny, and their daughter, Piper, and son, Beck. His interests outside of work include coaching his children's sports, live music and concerts, outdoor sports and traveling with family. CA Insurance License #0B66858

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