3100 Tower Boulevard
Tucker Bria Investment Philosophy
Tucker Bria Investment Manager and Investment Selection Criteria
Beyond Investment Management.
Tucker Bria is structured as a life-stage financial planning firm. Our focus goes beyond investment management to include retirement forecasting, college savings planning and gifting strategies for grandchildren, insurance strategies and tax advantaged strategies for retirement, charitable giving strategies and estate planning.
Alternative Investment Strategies and Retirement Income Planning
Regardless of your life-stage, Tucker Bria routinely makes recommendations about retirement strategies including retirement income strategies, retirement savings strategies and other tax deferral opportunities. These strategies may include: defined benefit plans; employer 401(k) advice; and insurance positioning.
Additionally, because of our affiliation with Commonwealth Financial Network®, we have access to non-traded investments and specialized products such as non-traded real estate investment trusts (REITS), private equity and private placements. Recently, these typically income focused strategies have been added to many client investment portfolios to increase income generated from their investment portfolios.
We look forward to speaking with you to understand how we may assist you in living your best life!