Brian Fisher, Cdfa® Email & Phone Number

While planning is the key to your success, life is unpredictable. Marriage, divorce, debt, retirement. We all face fiscal responsibilities and the challenges that come with them. So how do you plan for the unplannable?Success and finance are inextricably linked, especially in our society, but they are not the same thing. Money without a plan is just cash. A strategy without a story is just a tactic. And a relationship without a genuine connection is just a transaction. When you take control of your finances, guided by someone you trust, someone who cares about you, you take control of your future.I’m not just your financial strategist, I’m your financial coach. I’ve been there. I see you. I am with you on this journey.We all have a past. It happened. We can’t go back. What we can do is to own it, learn from it, and move forward with a plan. Our team at Infinity helps our clients to “Live for Today, Plan for Tomorrow.” When you achieve that balance, you DO plan for the unplannable.California Insurance License # 0M25899

Listed skills include Asset Allocation Strategies, Employee Benefits, Estate Planning Strategies, Employee Benefit Strategies, and 18 others.