Brian Raleigh has brought effective income and tax strategies to retirees and business owners for over 20 years. This comprehensive planning approach helps clients retire earlier and his guaranteed income strategies keep his clients from worrying about the ups and downs of the market. His approach routinely helps business owners save over 40% on taxes, keeping more of their hard earned money in their pockets!He took his first position in a Fortune 500 financial services company in 1995, where it took him three years to get into the top 1% of the company. After a successful 10-year career in corporate life, he knew in order to really serve his clients without corporate self-interest he needed to start his own firm. In 2005, TruWealth Strategies was formed and later became what his company is known as today: Raleigh Wealth Solutions. His client motto is "Hope for the best, but plan for the worst."He has been featured in Fortune Magazine, CNN Money, USA Today, and several other local publications. Here in Raleigh, Brian is known as "Raleigh's Retirement Coach." His radio show can be heard on WTKK 106.1 every Saturday and Sunday.Born and raised in Swanton, VT he graduated from the University of Vermont with a Bachelor of Science in education. He earned his master's degree from Western Carolina University and obtained his LUTCF in 1999, with a focus on estate and business planning.Outside of the office he enjoys coaching his son's hockey team and is very active in the hockey community. He also enjoys working out, biking, yoga, and canoeing. Brian and his wife Jill have four children, ages 12-24.
Listed skills include Estate Planning, Employee Benefits, Insurance, 401K, and 13 others.