Brian has 36 years of experience, all with Capital Analysts of New England, working with high net worth individuals, business owners and retirees. He is supported by an experienced wealth management team. Within the total financial planning process, Brian specializes in retirement income planning and investment management. He also works in the following areas: estate planning, business succession strategies and life insurance planning.Brian teaches a class about Retirement and Financial planning strategies at local colleges and learning centers. He has published articles for Morningstar and the New England Real Estate Journal. Independent Contractor offering services through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.comCapital Analysts of New England and the above firms are independent and non-affiliated.