Financial Planning

Brennan Financial Group LLC was founded by Jay R. Brennan, a CPA, CFP® to provide financial planning and investment management services to our clients.My philosophy of financial planning is to gather adequate reliable information about a client’s personal financial situation; to determine the client’s values, goals and objectives, time horizon, and risk tolerance; to analyze all of the foregoing information in an objective manner and to develop recommendations for clients based upon this thorough analysis.

In a personal financial planning engagement, I endeavor to consistently act in the interest of our clients. Moreover, I believe that a client should be both informed and proactively involved in his or her own personal financial affairs.  Accordingly, I believe in holding frequent meetings with my clients to educate them about the financial planning process and their own financial situation.

For a free consultation please complete our Personal Financial Planning Questionnaire  and our Portfolio Risk Analysis