James W. Brennan, II - CLU, ChFC


Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports; all designed to keep you up-to-date on current financial issues, strategies, and trends.

Most importantly, we hope you see the value of working with experienced professionals in pursuing objectives that align with your key goals--things like helping to grow your net worth, helping to receive your income from investments, or helping to preserve your assets for future generations.  Our goal for our clients is that they might understand the potential opportunities that are available when they take a proactive approach to their personal financial situation.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of favorites in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance and retirement plans.