Business Details
20 Years
experience
Your Trusted Financial Advisers in Palmyra, PA
Brassell Wealth & Retirement Planning is an independent financial advisory firm dedicated to helping clients build and protect long-term wealth, particularly for those planning for retirement. Founded in 2006 as Senior Advising Services, the company evolved from an insurance brokerage into a comprehensive financial planning firm by 2017. The business emphasizes a client-centric approach, combining investment management, insurance solutions, and retirement planning to create holistic strategies tailored to individual needs. With a focus on education and transparency, the firm empowers clients to understand their financial plans and make informed decisions.The Managing Principal, Brian Brassell, brings over two decades of experience and specialized certifications, including Certified Senior Advisor (CSA) and Chartered Retirement Planning Counselor (CRPC), to deliver personalized guidance. The firm prioritizes integrity, independence, and comprehensive risk management to ensure clients achieve their financial goals while safeguarding against life's uncertainties. Services include income planning, tax optimization, healthcare strategies, and estate planning, all designed to provide peace of mind through disciplined, objective advice.
Services
Investment Planning
Insurance Planning
Retirement Planning
Annuities
Medicare Health Plans
Long Term Care
Life Insurance
Tax Planning
Estate Planning
Healthcare Planning
Details
- Year established: 2006
Highlights and features
- We offer independent, objective advice free from corporate sales goals.
- Our team holds specialized certifications, including Chartered Retirement Planning Counselor (CRPC).
- We prioritize comprehensive, risk-managed strategies tailored to individual needs.
- Our client-centric approach emphasizes education and transparency.
- We partner with top-rated financial institutions to deliver diverse solutions.
Services
Investment Planning
Investment Planning at Brassell Wealth focuses on creating personalized strategies that align with your financial goals and risk tolerance. We analyze your current financial situation to design portfolios that balance growth and protection. Our active management approach ensures your investments adapt to life changes and market conditions, helping you achieve long-term stability.
Retirement Planning
Retirement Planning services address the five pillars of financial success: income, investment, healthcare, tax, and estate planning. We help clients maximize Social Security benefits, manage retirement accounts, and mitigate risks like market volatility. Our goal is to ensure a stable, tax-efficient income stream throughout retirement while preserving wealth for future generations.
Life Insurance
Life Insurance services include term, whole, and universal policies designed to protect loved ones and support financial goals like college funding or estate planning. We guide clients in selecting coverage that aligns with their needs, emphasizing tax-free benefits and long-term financial security for beneficiaries.
Healthcare Planning
Healthcare Planning focuses on navigating Medicare options, supplemental plans, and long-term care insurance. We help clients understand coverage gaps, reduce out-of-pocket costs, and prepare for future healthcare expenses. Our strategies aim to protect retirement savings from unexpected medical costs while ensuring access to quality care.
Estate Planning
Estate Planning services ensure your financial legacy is preserved and distributed according to your wishes. We address probate, tax implications, and legal documentation to minimize fees and taxes. Our approach safeguards assets for heirs and integrates with broader financial plans to provide comprehensive protection.
People
Brian Brassell
Managing Principal
Brian Brassell, founder of Brassell Wealth & Retirement Planning, holds a Bachelor of Science from Penn State and certifications as a Certified Senior Advisor (CSA) and Chartered Retirement Planning Counselor (CRPC). With over two decades of experience, he specializes in retirement and investment strategies, emphasizing client education and personalized financial solutions.
Questions
What services does Brassell Wealth and Retirement Planning offer?
We offer investment planning, retirement strategies, insurance solutions, tax optimization, and estate planning tailored to individual financial goals.
How does the firm ensure personalized financial advice?
We conduct comprehensive reviews of your financial situation and risk tolerance to create customized plans that evolve with your life and market changes.
What certifications do your advisors hold?
Our Managing Principal, Brian Brassell, holds the Certified Senior Advisor (CSA) and Chartered Retirement Planning Counselor (CRPC) designations.
How are investment risks managed?
We use tools like Riskalyze to assess your risk tolerance and build diversified portfolios that balance growth potential with protection against market volatility.
Can you help with Medicare and long-term care planning?
Yes, we guide clients in selecting Medicare supplements, prescription plans, and long-term care insurance to protect retirement assets from healthcare costs.
What areas do you serve?
We primarily serve clients in Pennsylvania, with a focus on retirement and financial planning needs for individuals nearing or in retirement.
