My name is Tim Brennan. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and learn how to grow and protect their money during these turbulent times securely.
Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can implement right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence in your retirement.
I began my career in the investment industry in 1987 and have more than 30 years of experience helping clients navigate changing markets. I earned my BA in Accounting from Webster University in 1992, motivated by a desire to help people better manage their financial and tax situations. Over the years, I have served as an Investment Sales Manager with American Express Financial Advisors, a Regional Vice President with Pacific Life and AXA, and held a similar leadership role with a Tactical Asset Management firm. For the past seven years, I have operated as an independent RIA, focusing on personalized retirement income planning.
My typical clients are individuals aged 55 and older who are approaching or already in retirement. I help them reposition their assets more efficiently from a risk, tax, and income standpoint. My passion for this work is personal. When I was young, my father became disabled due to an industrial accident, and I witnessed the financial strain it placed on my family. That experience shaped my commitment to helping others avoid similar hardship. I have guided clients through the tech bubble, the financial crisis of 2008–2009, and the 2020 market correction, helping them stay steady and protected during uncertain times.
I reside in Missouri, and even though my office is physically located in Ellisville, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Tim Brennan