Brian Voss

Specialties

I help families develop a clear vision of a secure future. Financial responsibilities and options are becoming more complex. It is important to have an understanding of what we can control and what we cannot. A typical client will have a current concern — investment questions, retirement planning, understanding the risk in their portfolio, stewardship, or generational planning. As we work together, they will often express amazement and relief in the way our firm comes along side their family and helps develop a crystal clear vision, anticipating future needs and concerns with clarity and confidence.

My firm offers two main services.

Financial Planning — For a modest fee, we will help you answer the important questions you have been wrestling with. Impartial, objective, wise advice — not predicated on selling products.

Investments and Insurance — Fee Based — Full Disclosure — We review with you at least twice per year. We desire that you understand and are comfortable with th

History

Established in 1982.

I have been helping families on the North Shore since 1982

Meet the Business Owner

Brian V.

Business Owner

Brian helps North Shore families prepare wisely for the future. He provides clear vision and planning to help you retire, fund your children’s education, and prepare for other major life events.

His approach is that of a mentor who encourages and inspires couples to work together and negotiate their way through the complexities of each phase of their lives.

Brian listens well, then thoughtfully considers your concerns, goals and needs. Brian remains current on financial changes in the market which impact families and has well-​developed sources for research. His personal, deliberate and thorough approach can create solid financial strategies suited to your life circumstances and expectations.

Specialties: Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/​SIPC. Cetera is under separate ownership from any other named entity.