Brian S. Hulsey Email & Phone Number

I manage the financial affairs for a select group of successful professionals, executives and retirees in the Atlanta area and across the country. I act as a personal CFO to my clients and their families, working with them to organize and manage their financial interests, to identify and understand their goals, to customize and implement a plan towards achievement, and to continually monitor progress while searching for efficiencies. • For all my clients, I provide the following services: o Holistic wealth planning, including retirement, education, insurance, etc. o Investment management o Insurance planning• For my professional and executive clients, including Coca-Cola, UPS, Amazon and Johnson Controls, I provide these additional services: o Benefits advice, including restricted stock, stock options, pension, 401k, deferred comp, insurance o Company stock analysis o Compensation valuation• For my attorney and legal professional clients, and for my small-business owners, I offer these additional services: o Employer-sponsored retirement plans o Risk management strategies, including key man insurance, etc. o Buy/sell agreements o Access to account types with creditor protection• For my holistic wealth planning clients, I offer: o Access to eMX by eMoney -- an award- winning wealth planning and management system, including account aggregation and cloud storage in “The Vault” o Access to the Cetera Advanced Planning Group for unique situations and complex planning issues o Access to a select network of banking, insurance, tax and legal professionalsFor any areas my firm does not specialize, such as tax return preparation, I can coordinate with your other trusted professionals to ensure all your needs are addressed. If requested, I can introduce you to other professionals from my select network. Securities and investment advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. 4481 Jett Rd. NW, Atlanta, GA, 30327.

Listed skills include Portfolio Management, Investment Management, Securities, Mutual Funds, and 17 others.