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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. Whatever the day has in store, I get to help those I work with plan for their future and adapt to the present. And on those days that I don't step into the office, I spend as much time as I can with my own family - my wife, Liza, and my two children, Lily and Viktor, enjoying all that the beautiful Jersey Shore as to offer.

Meet My Team

Watchtower Financial Group

Watchtower Financial Group

Title: Team Practice
Website: https://connect.thrivent.com/watchtower-financial-group

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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.

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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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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