Brian Kozel, Cfp® Email & Phone Number

Strategic financial decisions are intertwined throughout our lives and impact our options around family, travel, and retirement. I have the privilege of working with individuals and families and to create a sense of confidence in this area of their life.We work with successful professionals who don't have the time to monitor global markets while balancing their other responsibilities and pursuits, and with many wonderful people that inherit or save and would benefit from an expert partner on their journey. We help prioritize goals and help you determine how to make the best use of your assets, decisions, and most importantly your time going forward. I also seek to strengthen my community through improving access to financial literacy education in schools. In a era where pensions are rare, stronger financial literacy will be a big part of building strong local and national communities and I work with non-profit organizations that engage our educational institutions to be part of this solution.If I can help you or someone in your network, please let me know.