Brian M. Minjares
Brian M. Minjares
Wealth Strategies Advisor
Phone: (248) 663-4744
Fax: (248) 827-7378
Mobile: (734) 560-9388
Brian Minjares is a Wealth Strategies Advisor for Michigan Financial Companies with over 15 years of experience in the industry. Brian has built his practice around putting his client’s interests first. He realizes that every individual, family or business has their own unique set of goals and dreams. Combining years of experience with solid financial management tools and methodology, he helps clients achieve these goals by using a needs based, tax efficient and budget conscious approach.
Brian specializes in Employer-Sponsored Retirement Plans, Executive Compensation Plans and Succession Planning for small to medium-sized, closely held businesses. He also works with plan participants and executives on an individual basis in areas, such as college funding and risk management. More importantly, Brian works closely with other advisors (CPA, Attorney, etc.) to co-ordinate and implement strategies based upon each client’s distinctive needs.
Brian provides recommendations on portfolio asset allocation, college and retirement funding by using a process that takes into consideration each client’s funding ability, time horizon and risk tolerance. Finally, at the core of all proper planning, Brian will analyze any risk management concerns a client may have in the areas of life, disability and long term care.
- Lawrence Technological University
- Life, Accident & Health Insurance licenses
- Series 7
- Series 66
Memberships & Affiliations
- National Association of Insurance and Financial Advisors (NAIFA)
- Member of Divine Child Catholic Church in Dearborn, MI
Brian is a proud father of two daughters and currently resides in Dearborn Heights.