Brian Skinner, CFP®, CRPC®
Tax Sensitive Financial Planning for Individuals and Couples age 50+
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Serving Clients Nationwide
Tax Sensitive Financial Planning for Individuals and Couples age 50+
Areas of Focus
- ACA Premium Tax Credit Planning
- Estate Planning
- High Net Worth Retirement Planning
- Retirement Income Planning
- Roth Conversion Strategies
- Social Security Optimization
- Tax-Aware Retirement Income Coordination
About Brian Skinner, CFP®, CRPC®
Brian Skinner, CFP®, CRPC®, is a fee-based retirement planner serving people age 50 and older with $1 million or more in investable assets. Recognized on the 2025 Forbes Best-In-State Wealth Advisors list for Connecticut, Brian specializes in tax-sensitive retirement planning, Roth conversion strategies, and retirement income distribution, helping clients in Milford, West Hartford, and throughout Connecticut navigate the transition from accumulation to retirement.Brian and his team focus their efforts on being specialists in tax-sensitive retirement and income distribution planning for individuals and families age 50 and older. They help clients develop comprehensive plans addressing all of their financial goals and concerns, and assist in implementing the actions needed to pursue those goals. Some of the areas they cover include investment management, risk planning, and tax-efficient accumulation and distribution, among many others.
Their primary goal for 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.
Brian was raised in Orange, CT, and has lived in Milford, CT since 2012. He enjoys engaging in community events and is 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.
Outside of work, Brian enjoys reading, golfing, and spending time with his wife, Kristine, and their son, Graham. They love to travel and look forward to doing more of it as Graham gets older. For now, he loves being toted around in the baby backpack on the beautiful hiking trails of northwestern Connecticut 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 ®
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
- Financial Planning Association
Primary Location
472 Wheelers Farms Road, Suite 305, Milford, CT 06461
Additional Locations
📍 71 Raymond Road, West Hartford, CT, 06107
📍
Video
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 Skinner Wealth Strategies
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 $1,000,000, excluding real estate.
Education
University of Connecticut, Bachelor's degree, History & Political Science
Hobbies and Interests
- Baseball
- Basketball
- Family
- Golf
- Hiking
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Individuals
- Intergenerational Families
- Living in Retirement
- Widow
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Retirement Expert
Highly Recommend Brian Skinner!
True Professional
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