Brennan Financial Group LLC was founded by Jay R. Brennan, a CPA, CFP® to provide financial planning and investment management services to our clients. As a fee-only firm, I focus on your needs. You get objective advice based upon our experience and financial knowledge. While I manage investments for clients, it is not essential in establishing a relationship with a new client. I want to establish long term relationships with our clients and to be considered their primary financial advisor. I am looking for clients that perceive the need for a primary financial advisor. I believe I can be that advisor.
In undertaking an engagement, I believe in, first, having our clients identify their personal values and vision (what is important and what are they trying to accomplish?) and then define their goals and objectives. I identify gaps and obstacles to realizing their vision; propose strategies to achieve their goals and tactics to implement. My approach leads to a financial blue print that the client can follow.