Exciting New Endeavor!!

After proudly serving my Country and being Honorably Discharged from the United States Marine Corps, I spent over 20 years working in banking and finance in various capacities. I believe the character traits I was raised with, that were reinforced through my time in the Marines...honesty, integrity, loyalty, tact, dependability and initiative...have all contributed to my success in business. As many of you know, I spent the past few years as a Partner with the #1 office in the country for New York Life; hiring and developing some really great people and teaching them how to help their clients. 

As much as serving as a Partner in the #1 office of a Fortune 100 Company has its many benefits; along the way I realized that getting to know my clients – their hopes, dreams and goals for the future – is far more important to me. Additionally, I wanted the opportunity to control my own destiny, and to do what I thought was in the best interest of my clients.

It gives me great pleasure to announce that, as of next week, I am launching Semper Financial Group, LLC!! As the Principal of Semper Financial Group, LLC, I will get back to what I love doing...educating individuals, families and business owners in sound financial strategies and, if needed, helping them to accomplish their financial goals through retirement planning, college funding, investments, business planning and protection. Through my agency relationship with New York Life, I will continue to have access to the Attorneys, CPAs and Investment Advisers of the #1 Company in the world in full-scale financial planning!! I will also continue to hire and train a select few people every year.

If you or someone you know is just looking for a little more information about personal or business planning, please reach out. Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family or business's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

Thanks so much for your support!

Brian

617-256-3004