Brian Lich

Background

About Brian Lich

My mission is to develop enduring relationships by providing quality guidance for a lifetime of risk management and financial planning. I work with clients to resolve financial concerns in an efficient and timely manner. I help find the right solution for all business, personal, and family needs. My goal is to help clients define their vision of a secure financial future through an in-depth planning evaluation. There is no “standard” client, and life's complexities leave little room for "standard" approaches, so I use a four-step approach in working with clients: 1) Getting to know you – What's important to you? What keeps you up at night? What do you want to protect? What do you want in retirement? 2) Analyzing your needs – What is your current financial outlook? Where do you want to be in the future? What are your financial goals? What do you feel needs to be changed? 3) Identifying solutions – What can be done to solve the problem? Where are the inefficiencies? What are you comfortable changing? 4) Keeping in touch – How often do you want to review your financials? Are you happy with what we did? What new opportunities and challenges are you facing?