Retirees or Seniors
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BB
Brian E. Britt
Private Wealth Advisor
CFP®
Britt & Associates, a private wealth advisory practice of Ameriprise Financial2601 Airport Drive, Suite 380, Torrance, CA 90505-6138
Broker Affiliation: Ameriprise Financial
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Major Milestones I Specialize In
End of Life and Legacy Planning
Retirement Planning
Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We help people to clarify where they are at and where they want to go, and then guide them in moving forward with confidence. We are high touch and in an ever-changing world, we provide consistent and ongoing advice to ensure our clients remain confident and secure in their financial future.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.