Strategic planning for the prudent investor.
Focus
Granada serves only those nearing (or already enjoying) retirement.
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Brendan has over 19 years of experience catering to the needs of retirees, a natural niche for an advisor specializing in tax-efficient strategies.
Uniquely Qualified
The right mix of alphabet soup and experience
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Brendan’s credentials are largely a bi-product of his commitment to continuous learning. Brendan is a Certified Financial Analyst, a CERTIFIED FINANCIAL PLANNER™ and holds the Enrolled Agent designation, the highest credential awarded by the IRS.
Sensible Fee
A flat annual fee commensurate with the work performed
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Clients new to Granada pay a service retainer of $7,500 per year. It’s transparent and it’s fair. It is also perfectly compatible with the role as a trusted, impartial advisor.
