TAX TRAPS WEBINAR

Presented by Brian Levy, Founder of BML Wealth Management

Thank you for checking out our webinar! Fill out the form on this page to request your Retirement Fingerprint Review^® to ask any questions you may have. You may also download our free guide, 5 Helpful Tax Planning Tips, by clicking the button below.

MEET OUR PRESENTER!

Brian Levy

As the founder of BML Wealth Management, Brian Levy works each day to ensure his clients feel comfortable and confident as they plan for their retirement future.

When Brian chose to work for a boutique wealth management firm instead of a large financial firm, Brian’s parents never failed to support his decisions — even when they weren’t easy to make. They always had his best interest at heart, not their own.

It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset protection strategies, long-term care, inheritance planning or an IRA rollover — or anything in between — Brian is there, ready to support them to make the best decisions for their future.

Brian is an Investment Advisor Representative, has passed the Series 66 securities exam, and is licensed in life and health insurance in California, allowing him to plan comprehensively for clients and act as a fiduciary. He also has a bachelor’s degree in Business Economics from the University of California, Santa Barbara.

California Insurance License #0E50344

DOWNLOAD OUR GUIDE!

5 Helpful Tax Tips

Will the presidential election impact your retirement? While predicting which candidate will win is a little like forecasting the weather, one thing is for sure: Elections tend to shake things up. Read our complimentary guide to learn more about how presidential elections can affect your finances and if there’s anything you should be doing now to avoid a potential dip in your retirement nest egg.