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).