Brian Skinner LPL Financial

As I progress closer to retirement, I needed to put some plans into motion to make the most of the savings I've accumulated. I met with Brian and he listened carefully to my goals and put together a plan offering some really great advice. I'm confident that the moves I'm making now with regard to my investments will result in significant benefits in the years to come, especially after I'm retired and no longer have a paycheck coming in.
Mar 13th, 2024

I highly recommend Brian and the entire team at Skinner Wealth Strategies.
Mar 8th, 2024

Personal, professional, efficient and effective. Highly recommended. Philip Russell, DMD
Mar 5th, 2024

I met Brian several years ago while attending a retirement planning session. I had managed my own retirement portfolio since I started working decades ago and was interested in learning more about Roth conversions, Social Security, and other financial topics. Brian impressed me with his broad financial knowledge and for the first time I considered entrusting the management of my portfolio to someone else. Brian met with my wife and me in our home and we were both impressed with his approach to investing and his passion for tailoring financial solutions to meet each client's unique needs. Fast forward several years, and my wife and I are now both retired. Brian, Jessie, and Margo have earned our complete trust and satisfaction in how they have managed our portfolio and engaged us in periodic reviews. Brian understands our focus to minimize our near- and long-term tax liabilities, and has presented various strategies to do just that. If youre retired or nearing retirement and are managing your own retirement portfolio, I highly recommend that you reach out to Brian and his team to discuss what they can do for you and your peace of mind.
Mar 21st, 2024

Attended a series of Brian's seminars at the local school a few years back. At that time, we were working with a different financial advisor. Brian came across as a person who really enjoyed teaching everyone in the room the world of investing, retirement strategies and health care strategies to pursue when one chooses to retire at 62. This was exactly what we were looking for. Anyone can certainly invest on their own nowadays however not everyone can navigate the minefields of when to take Social Security, or how to position investments so health care becomes affordable at 62. Another strategy discussed was when to convert IRA investments to a Roth IRA. It really does vary from person to person. The bottom line is we felt confident going with Brian and his team and we have never looked back.
Mar 19th, 2024