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717-406-3241
cbrian@1847financial.com

Your Life. Your Financial Professional.

From wealth management to retirement solutions, I can help women pursue their financial goals.

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From Life to Legacy: Helping You Plan for a Secure Future

From Life to Legacy: Helping You Plan for a Secure Future

I know firsthand how financial planning can change everything. Let’s create a plan that gives your family confidence and clarity. 

My father passed away unexpectedly when I was seven, leaving a $10,000 life insurance policy for my mom to raise six girls. Let me share, it was not sufficient. As the youngest of six, I grew up feeling the burden on my mom. This defined my future. I decided to go into the financial industry.  

Being financially healthy is important. Some people don’t quite know how to create a plan or what should be included in the plan.

That’s where I come in. I offer a unique service to clients. 

I will work with you to plan your financial decisions, so you feel confident having what you and your family need. From conversations about estate planning & life insurance to saving for college, the future, or future generations, I am here to answer your questions and walk you through the steps.

Let’s have a conversation! 

If you’re ready to work with a financial professional, let’s sit down to talk.

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I help women bridge the investment confidence gap.

Client Centered

  • Get educated and started on your investment journey.

  • Protect your family at every stage of life.

  • Develop a roadmap as unique as you are.

  • Get guidance if you see change ahead.

My Services

Specializing in the unique needs of women.

First-Time Investors

First-Time Investors

Overcome market hesitancy with education and guidance.

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Business Owners and Entrepreneurs

Business Owners and Entrepreneurs

Supporting small business owners and investors.

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Wealth Management

Wealth Management

Consultation and management.

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Insurance Approaches

Insurance Approaches

Protect yourself and your family.

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Estate Strategy

Estate Strategy

Support for every phase of life.

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Retirement Roadmaps

Retirement Roadmaps

One of your most important financial milestones.

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Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.

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