Financial Planning


Brennan Investment Services works closely with our clients to develop a customized financial plan that takes into consideration a clients current financial situation, insurance needs analysis, wealth accumulation, retirement, college planning, tax considerations, and estate planning considerations.

Our Process

  • Discovery Meeting
  • Identify Goals and Objectives
  • Analyze Financial Data
  • Draft a Plan
  • Finalize Strategy
  • Implement Strategy
  • Monitor Progress

 “Please note that neither Voya Financial Advisors nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.”
 

Serving greater Livingston County including: Howell, Brighton, Pinckney, Hartland, Fenton, Hamburg, Fenton, Holly, Fowlerville, New Hudson, Linden