Who we serve
Helping Tradespeople Turn Their Benefits Into a Retirement Strategy.
Working in the trades comes with unique opportunities—and unique challenges—when it comes to planning for retirement. Many tradespeople and union members have access to valuable benefits such as pensions, 401(k)s, insurance, Social Security, and other retirement resources. The challenge is knowing how all of these pieces fit together and how to make the most of them.
That’s where Brian can make a difference.
Brian specializes in helping tradespeople understand the benefits they’ve worked hard to earn and, more importantly, how those benefits can work together as part of a comprehensive retirement strategy. Rather than looking at a pension, 401(k), Social Security, insurance, or taxes in isolation, Brian helps clients connect the dots and see the bigger picture.
Through Virtue Wealth Strategy, Brian has helped many tradespeople develop a clear plan for retirement—giving them greater confidence about when they can retire, how they can generate income, and how they can make informed decisions along the way. For some clients, having a coordinated strategy has even opened the possibility of retiring earlier than they originally expected.
Client Centered
Whether you're years away from retirement or beginning to seriously think about your next chapter, speaking with Brian can help you better understand what you have, how it works together, and what your options may be.