Brian Skinner, CFP®, CRPC®

Tax Sensitive Financial Planning for Individuals and Couples age 50+

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Skinner Wealth Strategies Brian Skinner, CFP®, CRPC®
Milford, CT

Serving Clients Nationwide

Tax Sensitive Financial Planning for Individuals and Couples age 50+

3 Certified Advisor Reviews™
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Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning

About Me

Hi, I'm Brian Skinner. I joined Waddell & Reed in 2009, and LPL in 2021 because of the two companies merging. A University of Connecticut graduate, I sustain and expand my industry knowledge through a daily commitment towards continuing education and have earned the CFP® mark and CRPC* designation.

We focus that concentration on being a specialist in tax-sensitive retirement and income distribution planning for individuals and families age 50+. We help clients develop a comprehensive plan for all their financial goals and concerns and assist in implementing the actions needed to pursue those goals. Some of the areas we cover include investment management, risk planning, and tax-efficient accumulation and distribution, among many others.

Our primary goal for our clients is to efficiently combine these pieces into one complete plan for the family, as they make the transition from saving for retirement, into spending IN retirement.

I was raised in Orange, CT but currently live in Milford, CT since 2012. I enjoy engaging in community events, as well as being actively involved in the Milford Rotary Club. He is known in the community for his positions as Corporator of Milford Bank and former Corporator of Milford Hospital.

I enjoy reading, golfing, and spending time with my wife Kristine, and the newest addition, Graham Skinner. We love to travel and look forward to getting back to that as Graham gets older. For now, he loves being toted around in the baby backpack on the beautiful hiking trails of northwestern CT and stopping as often as possible for a quick snack.

* CRPC conferred by College for Financial Planning.
**Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
www.finra.org - www.sipc.org

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Planning Counselor (CRPC)

Primary Location

472 Wheelers Farms Road, Suite 305, Milford, CT 06461

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute call. We have a healthy respect for time. We won’t take up any more of yours than is required. This initial consult will allow each of us to see if your needs match up with the specialized work in retirement planning that we do. At the very least, we should be able to point you in the right direction, and help you have a better feel for where you stand in your progress towards your retirement objectives. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

As your team, our job is to empower you to make educated decisions about your finances. Brian P. Skinner, CFP®, CRPC® does this by answering the questions you have about retirement planning, in a way that you can understand.

WHO WE SERVE

✔️ Retired - or Getting Close!

The niche we serve, is people over 50, currently retired, or getting close to it. Working with this group allows us to specialize our service and experience around their ever-changing needs.

✔️ Looking for Help

Our clients are either in or approaching this next life chapter of retirement. They understand and value the importance of having experienced professionals involved in their process to plan for it.

✔️ Consistent Savers

Most of our clients wouldn’t think of themselves as “wealthy”, but are consistent savers, and after a few decades of being mindful about saving and long term planning, have accumulated a nest egg of at least 500k, excluding real estate.

Education

University of Connecticut, Bachelor's degree, History & Political Science

Badges

Hobbies and Interests

  • Family
  • Golf
  • Reading

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Retirement Expert

✅ Wealthtender Certified Advisor Review™
Apr 24, 2024
Brian is trustworthy, knowledgable, reliable, personable, professional, confident and available. He has been responsible for managing and growing our savings to a comfortable retirement. The staff (Margo and Jessie) are wonderful helpful and caring! I highly recommend! ,
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jennifer Czahur
Jennifer Czahur

Highly Recommend Brian Skinner!

✅ Wealthtender Certified Advisor Review™
Mar 15, 2024
Brian Skinner has been our financial advisor for years. He’s extremely personable and he and his team are always available when needed. Brian helped us successfully save for our son’s college expenses and we are well on track for early retirement comfortably. Brian checks in with us periodically so we can update him with any unexpected financial concerns and he reassures us with options to weather any storm with confidence. We’ve enjoyed meeting with Brian in person and have used the convenient Zoom option for reviews as well. We highly recommend Brian Skinner for his expertise and overall inspirational approach in managing our financial needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for The Durkins
The Durkins

True Professional

✅ Wealthtender Certified Advisor Review™
Feb 26, 2024
My wife and I have been with Brian for more than a decade. With so much financial information out there, we needed someone with a level head and our interest at heart to cut through the deluge and give us solid advice. Brian does this well. I especially like his tools like showing us future fund values under different scenarios.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill McClain
Bill McClain