Protect your loved ones with comprehensive life insurance solutions tailored to your family's needs and financial security.
OUR SERVICES
Comprehensive financial solutions designed to help you achieve your goals and secure your financial future.
Life Insurance
Medicare
Navigate Medicare options with confidence. We help you understand and choose the right Medicare coverage for your healthcare needs.
Retirement Planning
Secure your future with our expert retirement planning services. We help you build a retirement strategy that ensures financial independence.
Protect your legacy with comprehensive estate planning solutions that ensure your assets are distributed according to your wishes.
Estate Planning
Holistic wealth management services that integrate all aspects of your financial life into a cohesive, strategic plan.
Wealth Management
Minimize your tax burden with our sophisticated tax planning strategies designed to maximize your after-tax returns.
Tax Strategy
Fiduciary responsibility - your interests always come first
Founded in 1998, Brick Retirement Group has been a trusted partner for individuals and businesses seeking expert retirement planning and wealth management guidance. Our team of certified financial planners brings decades of combined experience to help you navigate the complexities of retirement.
We believe that successful retirement planning is built on trust, transparency, and a deep understanding of your unique goals. Our client-first approach ensures that every recommendation we make is aligned with your best interests, building your financial future one brick at a time.
About Brick Retirement Group
Transparent fee structure with no hidden costs
Personalized strategies based on your unique situation
Continuous monitoring and proactive portfolio adjustments
25+
1,500+
98%
Years Experience
Satisfied Clients
Client Retention
Wendy specializes in retirement income strategies and helps clients transition smoothly into their retirement years.
Meet Our Team
CEO
Gregory specializes in investment management and wealth planning, bringing a fresh perspective to retirement strategies.
Greg Brick
Junior Advisor
Hunter brings expertise in portfolio management and strategic financial planning to help clients maximize their retirement savings.
Hunter Reddick
Junior Advisor
Andi ensures every client receives personalized attention and guidance throughout their financial journey.
Executive Assistant
Wendy Brick
Andi Hatton
