Brian Shleifer - Financial Advisor

12/19/2024

Every holiday season, there’s that one gift. The "IT gift”, that everyone wants. Well this year, let’s make the "IT gift" a gift that keeps on giving. Let’s make a financial plan that helps you afford many more years of “IT gifts."

12/18/2024

You’re earning more than you expected, making your own hours, and you didn’t need experience in financial services to get started—if you can see yourself in a career like this, come join our team. We’ll give you all the tools and training you’ll need to succeed. DM me to know more.

12/17/2024

Chief Investment Officer Brent Schutte discusses what the latest inflation data means for the Fed and what ripple effect it could have on an economy in need of balance.

Pockets of sticky inflation are unlikely to prevent the Fed from cutting rates this week. But could they prevent the economy from broadening?

12/16/2024

Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how it works.

Whole life insurance can play an important role in your financial plan. It’s one of the most flexible financial tools available for you—able to help you with many financial goals.

12/12/2024

Life is full of surprises. And whether it’s six inches of fresh powder overnight or a financial opportunity, it pays to be prepared. Let’s make a plan that has you ready for whatever, whenever. Reach out anytime.

12/10/2024

Chief Investment Officer Brent Schutte looks at the watch points the Fed needs to consider as it fine-tunes its rate-cutting plans.

Headline employment boosted soft-landing optimism, but a closer look highlights the challenges that remain.

12/10/2024

Your health insurance can impact your financial plan as a whole. I’ll show you how.

It’s a good idea to take the time you need to understand this annual process so you can make the best health coverage choices for you and your family.

12/04/2024

Getting good at holiday budget bingo takes skill, stamina, and resilience. But mostly, it takes planning—financial planning. So if you want to worry less, knowing you have the fun stuff covered, let’s make a plan. Reach out anytime.

12/02/2024

Here’s a great a play: get a career that gives you surprising earning potential and a flexible schedule. You’ll be helping other people, and you don’t need experience in financial services we’ll coach you. So come join our winning team. Message me for more.