Financial Security Advisor
Jake Brennan
Financial Security Advisor & Group Benefits · Marystown, Newfoundland
“Security is not something you can buy. It is something you create through smart financial decisions.”
Jake has been working with people in Newfoundland for more than twenty years, mostly entrepreneurs and owners. He gives independent financial security advice, and he helps them shape group health and retirement benefits that fit a shop of twelve as well as a company of seventy.
He is careful with the details, and he turns benefits language into decisions an owner can act on. Originally from Marystown, Jake works with clients across the province and is known for advice people can trust, and understand.
Focus
- Independent financial security advice
- Group health benefits
- Group retirement & savings plans
- Business-owner benefits design
Check availability and book now on TidyCal. Jake’s 30-minute checkup covers financial security advice, group benefits, and your personal situation.