facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

the Business

Peace of Mind tomorrow begins with careful planning today.

Brassell Wealth and Retirement Planning is an independent financial advisory firm, owned and operated by Managing Principal, Brian Brassell. The company was founded in 2006 as Senior Advising Services, an insurance brokerage offering risk management and insurance products for seniors. It was renamed in 2017 to reflect the organization’s growth from an insurance agency to a comprehensive financial planning firm.

Today, the business focuses on building and protecting long term wealth for clients through strategic investment, insurance, and retirement planning. Insurance and retirement services include healthcare, life insurance, and long term care planning, as well as annuities and income planning. Investment services include financial planning, portfolio design, and management of 401k, 403b, and other employer retirement plans and rollovers.

Take the First Step