Gerard Brass - Primerica
No reviews yet
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Colton, CA & Online
Services offered
Personal Financial Planning
Financial Services - Free Consultation
30 mins
Schedule a free consultation to discuss your financial goals and determine which planning services best suit your needs.
$0
Financial Services - Budgeting & Expense Management
1 hr
Create a detailed monthly budget, track spending habits, and develop strategies to stay on target and reduce expenses.
$150
Financial Services - Education Planning (College Savings, 529)
1 hr
Plan for future education costs with 529 plans, savings strategies, and tuition forecasting.
$175
About
I've been a Financial Advisor for over eight years, specializing in holistic value based financial planning. In addition to investment and financial advice we help ensure clients are properly protected with the right amount of insurance and work with them to form a plan to help our clients become debt free. The goal of our practice is to educate clients with their options, and help them put a plan together that helps them achieve financial independence in its entirety.
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, College planning, Annuities, Mutual funds, Home purchase
No reviews (yet)
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