Brett LaFerrera
MSFS, CHFC®, CRPC®
Domicile State: AL
Business Philosophy and Biography:
My goal is to provide my clients with assistance building their financial freedom by providing holistic financial planning. I have 30 years of knowledge and experience helping clients build strong financial foundations. This begins with insuring your Home, Auto, and Life, making sure coverages are appropriate. We then start building a foundation towards your financial freedom using our Wealth Management Services. My personal goal is to become our clients' trusted advisor and a lifetime local financial resource.
Products and Services:
- Property and Casualty - Auto and Home Insurance*
- Life and Disability Insurance
- Financial Planning, IRA Consolidations/Rollovers, 401K, 403B, 457
- Wealth Management Services, Stock, Bonds, Mutual Funds, Fixed and Variable Annuities
Education:
- Licensed to sell Home and Auto Insurance
- Licensed to sell Life and Health Insurance
- Registered to offer Securities products
- Graduate of University of Wisconsin- BA Political Science
- Graduate of The American College -Master of Science in Financial Services, MSFS
- College for Financial Planning – Chartered Retirement Planning Counselor- CRPC ® Designation
- The American College –Chartered Financial Consultant – CHFC ® Designation
Personal:
- Resident: Tuscaloosa, Alabama
- Family: Married 22 years to wife Jessica with two children Katie and Corrine.
- Hobbies: Golf, Tennis, Soccer - Advance National Coaching and USSA C License.
*Property & Casualty insurance is offered through companies that are not affiliated with MML Investors Services, LLC.