Brian McElhany, founder of Asset Preservation Associates focuses on helping Americans plan their income for retirement. This includes planning for a “tax-free income”, preserving wealth for use and/or leaving a legacy and balancing the family budget.
A graduate of East Texas Baptist College and Hardin-Simmons University, Brian holds a Masters of Business Administration degree. He has served in the insurance and financial industry for over twenty years. His wife Sylvia, son Andrew and his wife Shelby, daughter Sydney, grand-dogs Darlin’, and Whistle make their home in Texarkana, Texas, USA.
Brian began working with seniors in 1998 in Texarkana and is a frequent speaker on retirement income planning, estate planning, and asset preservation. Brian is an avid golfer and gardener.
“Helping seniors in today’s economic environment is very rewarding. APAFinancial is dedicated to helping seniors make the most of their hard-earned assets. My basic philosophy in planning is one that begins with a well thought out discussion of goals, values, and objectives.”
A good plan only works when the goals are identified, quantified and measured. This kind of planning is welcomed by some and considered work by others. Often, difficult questions must be asked and answered in order to achieve the desired result. As a planner, I understand the difficulty that some may have in knowing what questions to ask, let alone answer.
If you are ready to get started, visit our Contact Us page, and let’s get to work on planning your future.
