OBJECTIVE: To Help Clients Build Financial Security and Wealth
BRIAN LUBURGH'S PROFILE:
● Prior corporate executive for 35 years- Sealed Air, GE, NCR
● Master in Business Administration - Major: Finance & Investments
● 35 years of personal financial management
● Married for 34 years, three boys and two dogs.
● Reside in Denver NC.
FINANCIAL ADVISING AND PLANNING SERVICES:
● Financial coaching, advising, and planning- no selling!!!
● Financial Plan Development- Includes: retirement plan, college plan, social security plan, life insurance analysis, long term care plan, debt reduction and estate planning. Plans are a value vs what financial planner's charge!
● Budgets for positive savings
● Portfolio review: Investment consulting- all financial investments
● 401k & IRA investment selection for individuals, families and businesses
● Children investments -529 investments, custodial accounts, brokerage accounts, Roth IRA, Able savings account
● Mutual fund, ETF and annuities analysis and selection
● Trust guidance
● Tax strategies & planning
● Debt elimination planning
● Questions answered on home & auto purchases, insurance, down payments, negotiations
● Mortgage analysis
