Local Financial Services Organization Expands Client Planning Resources

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Local Financial Services Organization Expands Client Planning Resources to Include a CERTIFIED FINANCIAL PLANNER™ practitioner, Registered ParaplannerSM and Benefits Coordinator.

Richmond, VA (I-Newswire) March 30, 2011 - Matthew D. Brotherton, CLTC, president of local financial services firm, 1752 Financial Solutions, is pleased to welcome three new associates, Kappy Gross, CFP®, CLU, ChFC, Sara K. Epps, RP®, and Rachel M. Bryant, who will expand offerings in areas such as:

• 401(k) planning
• Investment portfolio design and management
• Pre- and post-retirement planning
• Estate planning strategies

As a CERTIFIED FINANCIAL PLANNER™, Gross helps individuals and corporations meet their long-term financial objectives by analyzing the client's financial status and setting a program to achieve that client's goals. Helping to facilitate such programs is Registered ParaplannerSM Sara Epps, who provides support to the firm’s financial professionals in assisting with personal financial statements, time value of money, insurance, investments, tax planning, retirement planning, and estate planning strategies. Also assisting with group health and ancillary benefits is Benefits Coordinator, Rachel Bryant.

Due to the recent expansion, Brotherton and 1752 would also like to announce plans to move their office to a new location. 1752’s team of experienced financial professionals has helped individuals and businesses with the accumulation and preservation of wealth for over 11 years. The firm’s recent change demonstrates a commitment to expanding their services throughout the Greater Richmond area. The move relocates the firm to 7100 Forest Avenue, Suite 101, Richmond, Virginia 23226 and as a result, the office phone number will change to 804.283.1920.





About 1752 Financial Solutions:
About 1752 Financial Solutions
In 1752 the first insurance company was established. Since then, insurance companies have been protecting families and businesses against the financial impact of life changing events such as health, disability and death. At 1752 Financial Solutions, it is our mission to continue to help protect you, your family and your business. For additional information, please visit http://www.1752solutions.com.

1752 Financial Solutions is independent of John Hancock and Signator Investors, Inc. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Advisor and Broker/Dealer for John Hancock Financial Network. 8510 Colonnade Center Drive, Suite 101, Raleigh, NC 27615. 919.546.0400. 201-20110315-69626

Company Contact Information
1752 Financial Solutions
Meagan L. Spangler
8510 Colonnade Center Drive
Suite 101
27615
Phone : 919-546-0400




Business > Finance

insurance   investment   financial services   Richmond   John Hancock   saving   long term care   retirement   va   Funding   asset protection   1752 financial solutions   matthew d. brotherton   kappy gross   sucession planning  

March 30, 2011

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