Are You a Snowbird?

While many people flock to Utah's winter resorts, scores of its retirees migrate south to warmer weather.  But while they follow the sun, who is looking after their financial future? 

Brian helps snowbirds stay connected while they enjoy unique roads to financial freedom, helping them avoid turbulence along the way. 

Our professional services can provide a valuable resource for active retirees who call more than one place home.

Your Financial Homebase.  Whether your moving south for winter or doing missionary work in Southeast Asia, Brian brings personal financial planning to your doorstep -- connecting you with the tools and resources you need to plan your future.

 "You don't have to be at home to receive full service.  I am available to my clients."

A Wise Teacher.  Brian prefers a consultative approach to meeting his clients' needs.  Instead of just selling products, he shares his knowledge and insight in a pressure-free environment.  He helps you see your finances from a "big picture" perspective, rather than just focusing on your investments, or your insurance.

"Once my clients realize the stakes involved, they become proactive in the planning process."

Wherever you travel in the world.  Brian Urie can help you to be confident, be remembered, avoid waste, and stay connected (see My Mission) -- with the financial services and products and support you need to pursue your life goals in retirement. 

Click here to request a free booklet wherein you can record all of your important information before your next trip.