Brian Voss

History

I have been helping families on the North Shore since 1982

Specialties

I help families develop a clear vision of a secure future. Financial responsibilities and options are becoming more complex. It is important to have an understanding of what we can control and what we cannot. A typical client will have a current concern - investment questions, retirement planning, understanding the risk in their portfolio, stewardship, or generational planning. As we work together, they will often express amazement and relief in the way our firm comes along side their family and helps develop a crystal clear vision, anticipating future needs and concerns with clarity and confidence. My firm offers two main services. Financial Planning - For a modest fee, we will help you answer the important questions you have been wrestling with. Impartial, objective, wise advice - not predicated on selling products. Investments and Insurance - Fee Based - Full Disclosure - We review with you at least twice per year. We desire that you understand and are comfortable with th