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Patrick Brannan
Financial Advisor Denver Office
Phone: (303)394-7145
BUSINESS PHILOSOPHY
My goal is to educate my clients and help them build a solid financial pyramid. Putting the proper protections in place for individuals and families while helping them plan for the future. My goal is to educating my clients on the power of eliminating debt while saving to enjoy financial freedom.
PRODUCTS AND SERVICES
§ IRA Consolidation/Rollovers
§ IRA Startups
§ Mutual Funds
§ Variable Annuities
§ Fixed Annuities
§ Education Funding Strategies
§ Disability Income Insurance
§ 401K Plans
§ Tax Sheltered Annuities, 403(b) Plans
§ Term Insurance
§ Universal Life Insurance
§ Variable Universal Life Insurance
§ Whole Life Insurance
§ Charitable Giving Strategies
§ Estate Conservation Strategies
§ Mortgage Protection (through life insurance and disability income insurance)
§ Medicare Supplement Coverage
§ Pension Payout Alternatives
§ Pension Transfer/Rollovers
§ Licensed to sell Life & Health Insurance in CO, NM and PA
§ Registered to offer securities products in CO, NM and PA
§ Series 7 Licensed
§ Graduated in 2005 with a BS in Computer Science
PERSONAL
§ 2 year resident of Castle Rock, CO
§ 25 year resident of Colorado
§ Family: Wife-Candice, Dog-Trestle
§ Hobbies: Soccer, Biking, Hiking, Outdoor and Sports Enthusiast
ORGANIZATIONS
§ Member of Castle Rock Chamber of Commerce
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7350 Campus Drive, Suite 300 Phone: 719-632-8864 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.