Brendan Geggatt

Retirement, life insurance, investments, long term care planning
Chapter: Cape Side Chapter

My firm, Orchard Financial at New York Life, specializes in retirement planning, 401k and IRA updating and rollovers, and life insurance strategies.
We have a niche working w/ local small business owners to help them weigh out and implement retirement plans for their company.
Orchard Financial also has the ability to establish buy sell agreements. These are essential for businesses with more than one owner.
We pride ourselves on being good listeners and helping clients understand the solutions we recommend. If you have not started your financial game plan yet, or have not updated recently, let’s grab a cup of coffee and chat. There will be no cost or obligation.