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Giving should not only be a central part of your financial plan, but also of your life plan. While giving can be monetary in nature, it also comes in the sacrifices we make, in our gifts of service and many other forms.

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An Interview Between Jim Brogan & Dr. Laura Seery Cole Many Americans, from young to old, lack confidence and understanding when it comes to personal finance. Recent research polled 1,000 individuals over age 30 and found that over half of those individuals feel lost when it comes developing a long-term, stable financial plan. For those

Welcoming Rich Polchinski, Director of Operations

Brogan Financial is proud to welcome Rich Polchinski to our firm as Director of Operations and Development. In this role, he will be responsible for all operational and business services, including Client Relations, Compliance, Human Resources, and Information Technology. Additionally, Rich will be actively leading and developing the Client Services team to better serve our