+1 760.340.4277 customerservice@myfinancialcoach.com

Nurture Financial Planning

Brandon L. Rivera

Brandon has been in the financial planning world for as long as he can remember. In the early ’90s he recalls joining his step-father at the radio or television studios. At the studio, he would listen to his step-father educate listeners or viewers on the importance of financial planning and living trust topics in order to preserve estates. Encouraged by fellow colleagues, Brandon founded the firm:
‘Nurture Financial Planning’.

Throughout the years, Brandon has developed an appreciation for guiding and working with clients to overcome complex tax planning, cash-flow and estate planning challenges. In turn, this has required more of a consultative approach. Overcoming complex challenges is accomplished through the collaboration with tax advisors, attorneys and industry colleagues. Moreover, understanding client objectives allows solutions to be found – and shifting from concepts to implementation.

Brandon consults with clients seeking to: increase personal and/or business cash flow (asset and insurance contract management), buy/sell/merge companies & capital assets in a tax efficient manner (consulting), executive compensation strategies (for private or tax-exempt organizations), implement strategies to mitigate income/capital gains taxes, and importantly, implement efficient wealth transfers (estate planning).