Brian A McCaskill
Financial Consultant
.
CFP®, FIC
Start a conversation with me
About Brian McCaskill
Every morning I look at my schedule for the day and get excited. I might be meeting with a long time client who, after years of hard work, is experiencing a comfortable retirement and wants to discuss how to leave a legacy. Perhaps on the schedule is a younger family, trying to juggle paying for their kid's education, saving for their own future, and helping out Mom, who needs just a little help these days. Or, it's a new client I'm speaking with for the first time and hearing their story. I'll learn what gets them motivated, what they dream about, and the fears that keep them up at night....
My qualifications
- General Securities Representative
My state licenses
- Alabama
- Colorado
- Delaware
- Florida
- Idaho
- Maine
- Massachusetts
- Minnesota
- Mississippi
- Nebraska
- New Hampshire
- New Jersey
- New York
- North Carolina
- Pennsylvania
- South Carolina
- Texas
- Virginia
- Washington DC
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.