EDUCATIONAL BRIEFING
A short educational video to help retirees think clearly about large sums of money and safer options.
This is a short, no-pressure educational briefing for retirees and pre-retirees.
Why waiting is still a financial decision
The 4 choices every retiree actually has
Common mistakes with cash, CDs, and old retirement accounts
When a second opinion makes sense
Brian Godfrey is a retirement advisor and insurance broker who helps retirees and pre-retirees make clearer decisions around Medicare, retirement income, and safer financial options.
As a fiduciary, Brian is legally and ethically bound to put your interests first. His practice is built on the belief that major financial transitions require objective information and time to process, never a rushed sales pitch. Whether you are navigating rollover accounts, home sale proceeds, or evaluating your current strategy, Brian provides the calm, structured guidance necessary for peace of mind.
If you have money sitting in cash, CDs, savings, or retirement accounts and want clarity on how it fits into your retirement picture, you can request a one-on-one conversation.
Brian Godfrey | ASB Financial
Phone: (443) 543-9200 | Email: [email protected]
This page is for educational purposes only and does not constitute individualized financial, legal, or tax advice.
© 2026 Brian Godfrey | ASB Financial. All rights reserved.