Through our BRS companies, we provide a comprehensive suite of advisory and consulting services to our highly successful clients. These services fall under three categories. Consultation, including business succession planning, investment banking, and real estate development. Risk management and fixed products, including insurance and annuities. And wealth management under our Registered Investment Advisor (RIA) firm, BRS Financial, LLC.

Consulting Services

Capitalization & Business Transition

Qualified Plan Analysis

Estate/Financial Analysis

Risk Analysis

Merchant Services

Life Stewardship

Fixed Products

Life Insurance

Disability Insurance


401(k) Plans

Long Term Care

Risk Management

Registered Investment Advisory Services

At BRS Financial, LLC, we work directly with clients on a level fee basis. We hold ourselves to, and are held to, a Fiduciary Standard as a Registered Investment Advisory firm (RIA). Keeping our client’s best interests at the forefront of the planning process is the heart and soul of our firm. Prudent investing, planning, and saving drives the advice we give. We always strive to put the best interests of our clients first in the advice we give and recommendations we make after a careful review of all pertinent facts.


Qualified Plans



Mutual Funds

Third-Party Managers