Brian T. McCaffrey
Retirement Benefits Specialist, Tax Sheltered Plans
3200 Southwest Fwy #1800, Houston, TX 77027
For your convenience, you can easily see my real-time availability, and schedule a time to meet, or speak with me here: https://calendly.com/brian-mccaffrey
Brian focuses on simplifying the complex financial issues that clients face to help them reach their goals, and desired standard of living. He helps clients better understand potential long-term financial complications, and identifies the best possible plan of action based on their individual circumstance. With his clients, Brian explores concepts of risk management, portfolio structure, and market return to identify the ideal financial plan using the most efficient products and optimal investment portfolios to complete their plans. He provides direction, periodic reviews, and the high quality of service that helps his clients achieve their long-term goals, and attain financial independence.
- 403(b) plans - TRS review - Roth IRA - Traditional IRA - 401(k) plans - SS review - College Savings/529 plans - Existing plan review - Annuities - Life insurance - Mutual funds
Brian’s primary focus is in meeting the financial needs of West Houston/Katy public school educators and their families. Client goals often include planning and saving for retirement, children’s higher education/college, financial independence, fiscal security, and asset protection. Brian helps these clients understand appropriate strategies, tax advantages, and risk management.
Brian is a native Texan, and attended Texas A&M University in College Station graduating with a Bachelor’s of Science in Economics, and a minor in Business Management. He started his partnership with Equitable Advisors in 2013 and earned the 2014 Fast Start Award as one of the fastest growing practices in the US. In 2015 Brian was selected to attend AXA's Leadership Development Program for showing an exemplary ability to positively influence those around him through commitment to a set of core values. In 2016 he became certified as a Retirement Benefits Specialist in Tax Shelters Plans widening his expertise in retirement plans to better provide his clients with the most tax efficient savings strategies.
About Equitable Advisors
Established in 1859, Equitable Advisors is a Fortune Global 50 company and the #1 provider for retirement plans for K-12 educators in the US. With over 150 years of experience, and over $540 billion in assets under management Equitable's financial strength continues to earn consistently high marks by independent rating agencies. Brian works with Equitable and partner companies through the Equitable Network to provide the best solutions to his client’s needs with exceptional service.
Brian T. McCaffrey offers securities through Equitable Advisors (member FINRA, SIPC), and, as an agent of Equitable Network, LLC, offers the annuity and life insurance products of Equitable Life Insurance Company (NY, NY) and those of unaffiliated carriers. [AXA Network conducts business as Equitable Network Insurance Agency of California, LLC in CA, Equitable Network Insurance Agency of Utah, LLC in UT, Equitable Network of Puerto Rico, Inc. in PR) Equitable Advisors, Equitable Network and Equitable are affiliated companies and do not provide tax or legal advice. Retirement Benefits Group is a specialized division of Equitable Advisors.
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Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.