1. We strive to gain an in-depth Brosnan & Associates provides evaluation, recommendation, and a
client-based
unique integrated approach to implementing the following services to
areas of specialization
understanding help you manage your wealth and achieve your financial goals:
For the business owner, areas of expertise include wealth accumulation,
of your financial Insurance strategic estate and income tax planning, business continuation
needs and goals Life, Health, Disability, Dental
and Long Term Care Insurance
planning, and income protection.
At the corporate level, we assist with
key-employee issues and employee
Retirement/Savings Plans benefit planning, including deferred
“It’s rare in today’s Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, 401k, 412i, compensation packages, employee
business world to find 529 College Savings Plans, and all group benefits packages retention, and buy-sell planning and
the type of personalized funding. Employee benefit planning
attention and Investments includes discovery, research and
knowlegable, expert Stocks, Bonds, Mutual Funds and Annuities implementation of all major
service that we get from insurance carrier medical plans,
Registered Representative of and Securities offered through Financial West Group
Brosnan & Associates” Member NASD/SIPC • 18551 Von Karman Ave, Suite 160, Irvine, CA 92612 • (949) 442-7508
401k plans, 412i plans, SEP IRA’s,
Brosnan & Associates Financial & Insurance Services, L.L.C. and Simple IRA’s, Profit Sharing Plans
Irvine Chamber
of Commerce Financial West Group are unaffiliated entities. as well as ancillary benefits.
our services
Brosnan & Associates Financial & Insurance Services, LLC is a full Contact us to schedule an appointment for a complimentary,
service financial and insurance services firm, based in Newport Beach, no obligation review of your current plans, or to explore new options.
CA. We specialize in working with the owners of closely held businesses, Toll Free 888-216-9359
entrepreneurs and affluent individuals throughout the West Coast.
www.brosnanfinancial.com | www.insureOC.com
The financial services and insurance planning arenas are constantly
changing and becoming increasingly complex. Brosnan & Associates
provides creative new solutions to old and new problems facing
individuals, business owners and the companies they have built. Unlike Newport Beach
some financial and insurance services firms who are limited to offering San Diego • Manhattan Beach • Scottsdale
only certain products, Brosnan & Associates is fully independent and 20250 SW Acacia Street, Suite 230 | Newport Beach, CA 92660
will onIy provide whichever products best suit our clients needs. CA Individual License 0B66858 | CA Corporate License 0C36864

2. Your financial future
Postage
is a measure of
Place
Here
our success
our mission
20250 SW Acacia Street, Suite 230
Hold true to each and every client’s best interests
Newport Beach, CA 92660
by knowing their entire financial picture
and only then offering the best insurance and financial advice
for that individual’s specific set of circumstances.
“…We have always been and continue to be delighted with Brosnan & Associates
services; they are considered an important asset to our company, and we would
highly recommend them to anyone considering using them as their broker.”
Vox Entertainment, Inc.