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Brosnan & Associates

2 Park Plaza, Suite 280
Irvine, CA 92614

Phone:

949-387-3019

Fax:

949-682-2105

E-mail:

Our Mission Statement:

"Hold true to each and every client's best interests by knowing their entire situation, and only then offering the best advice for their specific set of circumstances."

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck