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At Brogan Financial, we teach people about how to use their money to serve their goals in life and beyond.

Income Income Planning

Do you have an income plan?
Setting income amounts
Tax efficient income
Income in down markets

3 types of money
Finding the right balance
The market during retirement

Legacy Legacy Planning

Do you need an estate plan?
Legacy planning 101
Trusts vs. wills
Legacy tax planning

401K-IRA Rescue your IRA / 401k

Planning for distributions
Naming beneficiaries
Disinherit Uncle Sam
Your tax time bomb

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Jim Brogan named the 2011 National Advisor of the Year.

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Beneficiary Checklist

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Read the Latest Edition of The Brogan Letter