Our Services
At Brogan Financial, we see a wide variety of clients who have varying goals for the next phase of life. Many wish to enjoy a true retirement, void of a dependence on work to fund their lifestyle. Others wish to merely work in the things that are most important to them, whether it be traditional full-time work, part-time work, or charitable initiatives.
Regardless of your own retirement goals, true financial independence is at the centerpiece of a successful life plan. There are many components to a comprehensive financial plan. Many people focus on providing a secure, increasing income. Others focus on the legacy they wish to leave behind for their loved ones.
We believe a comprehensive retirement plan
should address the following key areas: