At BRG Financial, LLC, investment and asset management is the main pillar of our business. We manage client accounts on a discretionary basis and prioritize client interest through our fee-based structure. By being entrusted to be your investment and asset manager, we recognize that the success of our clients aligns with our performance as a business. Although our business follows an asset management model, there are still many overlaps with financial planning that we guide upon. Additional areas include college planning, insurance, budgeting, inheritances, tax efficient investment strategies, and more. In essence, BRG acts as a financial planning consultant when you sign up for investment and asset management services. Lastly, retirement planning is a core service BRG provides to clients. Specifically, our business works with a wide range of clients from young adults just graduating from college to retired individuals taking distributions.

Financial Services in Lewisburg, PA

Successful Retirement Planning requires the assessment of many variables and the selection of a few key goals. Goals selected should be personal, realistic and achievable within a desired threshold. Scenario analysis can help to define goals and to confirm that they are realistic and achievable. Investing toward wealth accumulation in the early years can lead to more retirement options as the retirement threshold approaches. Delaying disciplined investing and retirement planning until the later years can severely limit the achievable choices for retirement.