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Gary Brand

CFP®
Personal Finance, Retirement, Lifestage Based Planning
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“Gary Brand has been in the financial services industry for 15 years, and and can offer objective financial advice as a fee only CFP® planner.”
Firm:

Dreamcatcher Financial Planning

Job Title:

Owner

Biography:

As a Certified Financial Planner™ with 15 years experience, I take great pride in helping my clients reach their financial goals, assuage their financial concerns, and ultimately make their financial dreams a reality. Whether it is a comfortable and enjoyable retirement, creating a viable legacy for their children and grandchildren, or developing an investment approach that is in alignment with their risk tolerance and time horizon, I always strive to uphold the fiduciary standard I am bound to as a CFP®, and act in my clients’ best interest.

Prior to my entry to the financial services industry and joining The Goff Financial Group as Vice President of Client Services, I was a middle school English teacher. That experience has enabled me to also function as a financial educator for my clients, which I believe is an important ancillary function of my role.

I received my Bachelor’s degree in English Literature from Hofstra University, my post-baccalaureate teaching certification from the University of Vermont, and my paralegal certification from Adelphi University. I enjoy visiting  both my daughter, the aspiring singer/dancer/actress in NYC, as well as my molecular biology PhD son who is doing drug research in San Diego. I am also enjoying being an empty nester and playing really bad golf.

Education:

BA, English, Hofstra University

Fee Structure:

Fee-Only

CRD Number:

5136539

All Articles
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April 2017
    Annuities, Investing, Retirement
July 2016
    Choosing an Advisor, Financial Planning

All Answers
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    Retirement, Retirement Savings, Annuities
Can I pay my RMD with money outside of my retirement account?
20% of people found this answer helpful

While you can pay your RMD with funds from your bank account, you will still have to withdraw the money from from your qualified annuity pursuant to IRS rules. Here is a link to the IRS rules governing RMD:

https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds

June 2016
    Retirement, IRAs
Is IRA money subject to RMDs at 70½ years old?
0% of people found this answer helpful
June 2016