Brian Dreier Email & Phone Number | Whether you are an individual who has questions about maximizing your financial resources or a business looking to install benefits for your employees … I can help. My practice has worn several hats over the years. As the financial world becomes more complex, I draw on those years of experience for my clients. Whether I’m working with an individual (helping them prepare for retirement) or working with a business (installing benefits for their associates) I take the same disciplined, consultative approach .... an approach that confirms that I care about my clients, not just their money. So, who do I work with…? Few individuals have the patience or expertise to integrate their personal savings and insurance coverage with the benefits offered through work. Are you saving enough? Will your family's finances be OK if you’re injured or if you pass away? Haven’t asked yourself these questions… I can help. We analyze your entire financial picture and come up with a strategy for success. Independent Contractors (self-employed individuals) have an added burden… they are the employee AND the employer. They need to know BOTH sides of the “benefit” equation. I can help you establish a plan geared towards achieving financial independence. Business owners are always careful to balance the cost associated with the benefits offered to their associates. It’s just as important to monitor the employee’s perception of those benefits. By weighing all their options, each business can wade through the available benefits and offer the most appreciated, cost effective package to their employees. Specialties: College Planning, Retirement Planning, Asset Management, Retirement Income Planning, Estate Planning, Charitable Gifting CDs, Structured Products, Bonds, Real Estate Investment Trusts, Mutual Funds, Annuities, Individual Stocks, IRAs, Rollover IRAs Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance 401K, Deferred Compensation, Group Benefits, Business Continuation Planning, Key Employee Protection & Retention

Brian Dreier

Whether you are an individual who has questions about maximizing your financial resources or a busin...
Quincy, Illinois, United States

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Brian Dreier’s Email dreier@wintersins.com

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Brian Dreier’s Location Quincy, Illinois, United States

Brian Dreier’s Current Industry Winters Insurance Heartland Financial Advisors

Brian Dreier’s Prior Industry Financial Designs | Independent Client Focused Broker Dealers

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Work Experience

Winters Insurance

Employee Benefits Director

2013-11-01 00:00:00 - Present

Heartland Financial Advisors

Financial Advisor with Cambridge Investment Research* at Hearland Financial Advisors

2013-06-01 00:00:00 - Present

Financial Designs

Financial Advisor with TFA* at Financial Designs, Inc.

2004-06-01 00:00:00 - 2013-06-01 00:00:00

Independent Client Focused Broker Dealers

Financial Advisor

1994-01-01 00:00:00 - 2004-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Brian Dreier

Brian Dreier is located at
Quincy, Illinois, United States

Brian Dreier is a Whether you are an individual who has questions about maximizing your financial resources or a business looking to install benefits for your employees … I can help. My practice has worn several hats over the years. As the financial world becomes more complex, I draw on those years of experience for my clients. Whether I’m working with an individual (helping them prepare for retirement) or working with a business (installing benefits for their associates) I take the same disciplined, consultative approach .... an approach that confirms that I care about my clients, not just their money. So, who do I work with…? Few individuals have the patience or expertise to integrate their personal savings and insurance coverage with the benefits offered through work. Are you saving enough? Will your family's finances be OK if you’re injured or if you pass away? Haven’t asked yourself these questions… I can help. We analyze your entire financial picture and come up with a strategy for success. Independent Contractors (self-employed individuals) have an added burden… they are the employee AND the employer. They need to know BOTH sides of the “benefit” equation. I can help you establish a plan geared towards achieving financial independence. Business owners are always careful to balance the cost associated with the benefits offered to their associates. It’s just as important to monitor the employee’s perception of those benefits. By weighing all their options, each business can wade through the available benefits and offer the most appreciated, cost effective package to their employees. Specialties: College Planning, Retirement Planning, Asset Management, Retirement Income Planning, Estate Planning, Charitable Gifting CDs, Structured Products, Bonds, Real Estate Investment Trusts, Mutual Funds, Annuities, Individual Stocks, IRAs, Rollover IRAs Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance 401K, Deferred Compensation, Group Benefits, Business Continuation Planning, Key Employee Protection & Retention

Brian Dreier currently works in the Winters Insurance | Heartland Financial Advisors |

No Languages Available

Brian Dreier has prior
experience in the following industries:
Financial Designs | Independent Client Focused Broker Dealers

Brian Dreier has the following professional experience:
Winters Insurance | Heartland Financial Advisors | Financial Designs | Independent Client Focused Broker Dealers