Brian Deal, Certified Financial Planner®
I began my finance career in risk and wealth management positions at Citigroup and The Hartford after serving in the U.S. Marine Corps. Guided towards financial planning for individuals and families, I became a Certified Financial Planner® practitioner after graduating from college. This independence and certification is important because it aligns my business interests with clients’ needs.
I take a Plan First, Then Invest approach and spend time getting to know clients well enough to “stand in their shoes” while using my knowledge and experience to help them attain their goals and dreams. As a true fiduciary, a client’s best interests come first and I am able to act as a personal CFO – quarterbacking resources like accountants, attorneys and agents – so clients can focus on their priorities.
A common thread among my clients is that they are busy professionals who value the time and expertise required to successfully navigate today’s complex financial world. My personal experiences have led me to advise many senior-level executives at Fortune 100 companies, along with entrepreneurs and military members throughout all their life stages.
I joined Elevage Partners in 2018 to continue providing clients with unbiased advice with the additional advantage of being surrounded a team that shares my desire to put clients first.
Tools and Resources
Create your own eMoney financial planning website where you can see all of your financial information in one place. By linking to all of your accounts, you can get an overall view of your finances. Plus, you can enter your personal insurance coverage and see your employer-provided benefits.
Having all of your financial information available at a glance empowers you to make better, more informed financial decisions.
And if you would like advice you can choose to securely share some or all of your information with us. To receive a complimentary subscription to this powerful tool, please contact me.
The Conversation Project is dedicated to helping people talk about their wishes for end-of-life care. Almost everyone says that talking with their loved ones about end-of-life care is important. But only about a quarter of people have actually done so.
I highly recommend downloading The Conversation Project’s starter kit. It’s a step-by-step guide about how to think about the issues, then raise the topic with your loved ones. And it provides information about health care proxies and living wills. Taking with loved ones before a medical crisis happens gives everyone a shared understanding of what matters most to you.
Investments vary, but they all have one thing in common: Some degree of risk. This is why every investor should know his or her tolerance for risk.
Once you understand your risk tolerance, the next step is to design a portfolio that matches your comfort zone. How much risk are you willing to take to meet your financial objectives?
We all look at risk differently, based on our varying life experiences and financial position. Take a quick online questionnaire that objectively pinpoints your risk tolerance and receive a complimentary review of how your portfolio stacks up.
Everplans is a secure digital archive of everything your loved ones will need if something happens to you. Read estate-planning checklists and decide what you want to share with your family and advisors. Your archive can contain:
- Wills, trusts and insurance policies
- Important accounts and passwords
- Info about your home, such as bills and vendors
- Health and medical information
- Advance directives and do not resuscitate orders
- Final wishes and funeral preferences
To receive a complimentary subscription, please contact me.
FamZoo is the perfect way to teach your kids the ins and outs of managing their own money. FamZoo is a virtual family bank — a family-friendly web application that helps parents teach children the practical skills they’ll need to thrive in the real world. There’s a huge educational gap between the piggy bank and the electronic payment world that we live in, and FamZoo helps solve that.
Parents can register their family members and set up IOU accounts or prepaid card accounts to help manage the ongoing financial tasks your family faces, such as tracking chores, paying allowance, saving or spending birthday money, and more. You set up the tasks, you manage allowances and all members of your family can see what’s going on in one easy-to-access location. Your kids will even get their own login to see their specific financial picture.
To receive a complimentary one-year subscription, please contact me.