O'Brien Financial Planning
3761 Westerre Parkway, Suite C
Richmond, VA 23233
phone: (804) 421-4020
email: dave@obrienfp.com

Success is no accident.

Successful businesses don't achieve their goals by building a strategy in their spare time. They enlist the aid of experts and build a plan to follow to reach their goals. We utilize many of the same processes and investment options generally available only to large businesses to help our clients achieve their goals. We call this Industrial Strength Financial Planning. Don't you deserve the same?

You live a busy life. With all that you have to do, can you say you give your financial strategy the time you deserve?

Do you need to consolidate some old accounts?
Is your goal to fund your children’s education?
Retire on your terms?
Leave a legacy?
Strengthen your business?
Do you want to protect these goals from veering off course due to unforeseen events?

These aren’t just financial goals, they’re lifestyle goals, which is about more than money, it’s about planning for your lifestyle.

The aforementioned material is a product or service listing and is not intended to be an offer for the sale of securities products. Securities are subject to investment risk and values will fluctuate.

Neither Tower Square Securities, Inc. nor it's representatives offer tax planning or legal advice. Please consult with your attorney or accountant before finalizing or implementing any tax planning or legal strategy. Securities and Investment Advisory Services offered through registered representatives and financial advisors, respectively, of Tower Square Securities, Inc., a securities broker/dealer (member FINRA/ SIPC) and a Registered Investment Adviser.

O'Brien Financial Planning is a separate entity from Tower Square Securities, Inc., and is not a securities broker/dealer or Registered Investment Adviser. David O'Brien is licensed in the states of New York, New Hampshire and Virginia for the sale and solicitation of securities and insurance products.

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