Tax free growth with Indexed Universal Life (IUL)
- Tax free retirement income
- Market linked growth
- Living benefits if life throws you a curveball
- A legacy of love for your family
Brandon LaBrie, financial advisor
Make your money work smarter.
Tax free, stress free, family first. Life insurance, IUL, retirement and legacy planning in plain English.
- Free 15 minute call
- Plain English answers
- Reply within the business day
Start here: what matters most right now?
Free, about 30 seconds
Take the Family Plan Check
Four quick taps, then pick a time for a free 15 minute call with Brandon.
Step 1 of 5Free, no pressure
What matters most right now?
Who counts on you?
Do you have life insurance now?
Your age
Last step. Where should Brandon text you?
Finding open times with Brandon
Thanks there, you're a great fit for a free 15 minute call.
Pick a time
Preview only, nothing is sent.
No pressure.No confusion.Just honest conversations, clear strategies, and real solutions.
Brandon LaBrie, Family Friendly Advisor
Make your money work for your family
Pick what matters most. Tap Talk about this and your Family Plan Check starts right there.
Safe and predictable retirement
- Guaranteed income products and tax advantaged accounts
- Lifetime income
- Protection against outliving your savings
Family protection
- Your children's education
- Protect your home and mortgage
- Cover expenses after an unexpected illness or loss
Legacy planning and wealth transfer
- Tax efficient plans for passing on wealth
- Protect your assets
- Your story continues for generations
Guarantees depend on the claims paying ability of the issuing insurer. Tax free income from life insurance depends on how the policy is set up and kept in force. Brandon walks you through it on your call.
Money words, in plain English
Brandon explains everything in plain, human language. Tap a card to see what the jargon really means.
- One on one guidance in plain, human language
- A safe space to ask questions
- Act when you feel ready
Three simple steps, on your schedule
From your couch to a clear plan, with no pressure along the way.
1
Take the 30 second check
Four quick taps about your family and goals, plus your first name and mobile.
2
Get a text from Brandon to pick a time
He texts you back to lock in a time that works around your family.
3
A free call in plain English
About 15 minutes by phone. You leave knowing your options and decide if there's a next step.
“Generational wealth means your story lives on through the opportunities you create.”Brandon LaBrie
Meet Brandon
Where your family's future comes first
Financial advisor, husband, and father.
Brandon's mission is to make financial guidance personal, approachable, and centered around what matters most, family. He helps individuals, families, schools, and businesses.
Individuals
Families
Schools
Businesses
Your future self will thank you for the steps you take today.
A tax free retirement isn't a luxury, it's a smart strategy for peace of mind.
Questions families ask first
Straight answers in plain English. Still curious? Ask Brandon on your free call.
What is a tax free retirement plan?
A way to save so the money you take out later isn't taxed, using tools like a Roth IRA or a properly set up Indexed Universal Life policy. Which one fits depends on your income, goals and family. Brandon walks you through it on a free call.
What is an IUL?
Indexed Universal Life is permanent life insurance that protects your family and builds cash value linked to a market index. Many families use it for tax free retirement income and a legacy. Costs and setup matter, so it's worth a plain English walkthrough.
How much life insurance does my family need?
A common starting point is enough to replace your income for the years your family would need it, plus your mortgage, debts and future school costs. Brandon can run it with you on a quick call.
Do I need a lot of money to start?
No. Every family, no matter where they start, deserves access to financial tools and education. The first call is free and there's no pressure.
What happens on the free call?
About 15 minutes by phone. Brandon asks about your family and goals, explains your options in plain English, and you decide if there's a next step.
Always just a phone call away
Call, text or email Brandon directly, or grab a time on his calendar.
I'll respond within the business day.