Brian G. Blackwell, CFP®, ChFC®, AIF®
As Director of Financial Planning at Spotlight, Brian Blackwell is responsible for the company’s financial planning and advice program. He focuses primarily on enhancing our clients’ experience through the development of complex plans and strategies to improve their overall financial well-being. Brian holds the Chartered Financial Consultant designation from the American College, is a CERTIFIED FINANCIAL PLANNER™ professional and has over a decade of experience advising high-net-worth households. His passion for delivering holistic financial advice and dedication to ongoing education drives him to stay at the very cutting edge of planning techniques and strategies.
Latest articles by Brian G. Blackwell, CFP®, ChFC®, AIF®
Will You Run Out of Money in Retirement? The Right Income Plan Can Help
Making Your Money Last You may have heard of the 4% Rule, used to determine how much you can safely pull from your portfolio to fund your retirement. But here are three other income plan strategies that might be better for you.