Schaumburg, IL
Bryan Dern
Hi, I’m Bryan. I’m a wealth advisor based in the Chicagoland area, working with my dad and brother to support clients as they enter and move through retirement.I help clients build retirement plans that address income, taxes, Social Security, Medicare, Required Minimum Distributions, and other retirement-related decisions. The strategies used to build retirement savings are often different from the strategies used to live on those assets, so I focus on helping clients understand how their money may support their lifestyle over time.
I help clients understand how their retirement income plan can support the lifestyle they want throughout retirement
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
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Get to know
Bryan
Bryan Dern is a wealth advisor based in the Chicagoland area. He works with his father and brother to support clients who are retired or planning to retire soon.
Bryan’s path into wealth management was shaped by watching his father help people navigate retirement and understand how their money could last. Today, Bryan helps clients organize the many moving parts of retirement, including income planning, tax management, Social Security, Medicare, RMDs, and other decisions that can affect retirement cash flow.
Bryan holds the Series 65 license and a Life & Health Insurance License.
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How did you become a financial advisor?
I watched my father help many people navigate retirement and understand how their money could support them over time. Seeing that impact inspired me to pursue this work.
What types of clients do you work with?
I work with people who are retired or planning to retire soon.
What areas of expertise do you have?
I focus on retirement planning and income, tax management, and Social Security.
What kinds of strategies do you help clients with?
I help clients build income plans for retirement, with attention to taxes, Social Security, Medicare, RMDs, and other retirement decisions.
What is your favorite part of working with clients?
I enjoy helping people feel more confident in their retirement plans by showing them how their funds may support their lifestyle for the rest of their lives.
What is it like partnering with Savvy?
Savvy offers a simpler set of tools to manage client relationships and create a better client experience when clients view their assets.
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