Bryan Gosda

Bryan Gosda

Financial Services Representative

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

 

PRODUCTS AND SERVICES

  • Fixed Annuities

  • Variable Annuities

  • Charitable Giving Strategies

  • Disability Income Insurance

  • Estate Conservation Strategies

  • Education Funding Strategies

  • IRA Consolidation/Rollovers

  • Long-Term Care Insurance

  • Mortgage Protection (through life insurance and disability income insurance)

  • Medicare Supplement Coverage

  • Pension Payout Alternatives

  • Pension Transfer/Rollovers

  • Mutual Funds

  • Tax Sheltered Annuities, 403(b) Plans

  • Term Insurance

  • Universal Life Insurance

  • Variable Universal Life Insurance

  • Whole Life Insurance

  • Stocks & Bonds

 

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in WI, IL

  • Registered to offer securities products in WI, IL

 

Phone (414) 615-4898
Fax (414) 615-4860