Brian K. Case, Certified Financial Planner®
I established my own, independent Registered Investment Advisor firm in 1999 and became a Certified Financial Planner® in 2000. This independence and certification is important because it aligns my business interests with clients’ needs. I believe in taking a “Plan First, Then Invest” approach and spending time getting to know my 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, I am able to act as a “personal CFO” – quarterbacking resources like accountants, attorneys and agents – so my 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 healthcare professionals and small business owners through all stages of their lives. My team and I have successfully guided clients through all market cycles, including the dot-com bubble of the late 1990’s and the 2008 financial crisis that led to the Great Recession. In 2017, I merged my company with Elevage Partners to continue providing clients with unbiased advice with the advantages of being part of a larger firm.
I started my career in 1995 by leveraging my experience as the owner of restaurant and retail businesses to help a veteran investment manager grow from a sole practitioner to fully staffed office. Unlike most new financial advisors who are asked to make a list of the family and friends they plan to sell products to, I was fortunate to instead spend time as the apprentice to an advisor who was endorsed by the Hartford County Medical Association. My next apprenticeship was with an experienced MassMutual insurance agent who I helped convert to a comprehensive financial planner while learning more about identifying and minimizing risk using insurance. This experience gave me the confidence and education necessary to insist that the people around me seriously consider my advice.
I met my wife through a business partner who was training her as a medical resident in Ob/Gyn. We have three boys and enjoy many outdoor activities together as a family. We enjoy cycling and hiking around our home in Somers, CT, and spend as much time as possible skiing and cycling at our home away from home – Grafton, VT. And if you can’t find us in CT or VT we are likely playing at altitude in the mountains around Park City, UT
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.