Brennan Financial Group Offers Financial Services & Risk Management

Brennan Financial Group

4 Rockland Road, Suite #200

Montchanin, DE 19710

(302) 353-4704

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(302) 353-4704

What We Do

We accommodate all clients with house calls as well as offer evening appointments for risk management consultations. Call (302) 353-4704 today to schedule an appointment with one of our specialists. Brennan Financial Group - Specializing in retirement income. Along with Wealth Accumulation we focus on providing a monthly "Income Stream" for our retired clients, as well as those in need of supplemental income.

We realize in a perfect world everyone could live off Social Security, savings, and focus solely on the accumulation of assets. However, most Americans have worked hard to save for retirement and expect it to work for them to create lasting income. Our goal is to make the most out of this hard earned money and supplement the loss in cash flow that comes with retirement. Using our Income Models we can maximize income stream, while controlling timing risk, liquidity risk, and keeping our clients money readily available with none of the surrender charges associated with other investment tools. Whether the money is needed for a new car, vacation, or education costs we realize in maintaining comfort ability and desired lifestyle in retirement is a crucial aspect of creating a tailored financial plan.

Being a full service firm, we provide a mix of products that can be utilized to make the transition into retirement. Every client that walks in our door has different worries, cash flow needs, available assets, and long term goals. We have worked very hard to offer multi-tiered solutions for our clients.