Brianne Smith, Financial Advisor

Brianne Smith, Financial Advisor Brianne Smith is a Personal Finacial Specialist based in Montgomery, Alabama. She specializes in com No tax advice is offered through RFG Advisory.

Investment advice offered through RFG Advisory, a Registered Investment Advisor. https://www.hiddenlevers.com/l/survey/external?advisor=bsmith%40rfgadvisory.com

We are thrilled to launch our new website today!! www.briannefinancial.com"Bridging the gap between where you are and wh...
02/29/2024

We are thrilled to launch our new website today!! www.briannefinancial.com

"Bridging the gap between where you are and where you want to be!!"❀️

Thank you Anna Carter and AMD Creative! You are amazing!

β€œTime, patience and perseverance will accomplish all things.” PLAN SMARTER ~ LIVE MORE WELCOME TO BRIANNE FINANCIAL Your well-being matters. At Brianne Financial, we understand that financial health is just as crucial as the rest of your well-being. We go beyond numbers, taking a personalized ap...

Same people. Same talent. Same RIA. NEW NAME!!!!
02/26/2024

Same people. Same talent. Same RIA. NEW NAME!!!!

Do you have a financial companion?If you are a solo financial decision maker in need of someone you trust to talk to abo...
02/14/2024

Do you have a financial companion?

If you are a solo financial decision maker in need of someone you trust to talk to about your unique financial life, I'm your girl. πŸ’—

We work with clients on more than investments and planning, we will walk along side you through your financial life.

I know that may mean some drama, maybe some heartbreak or uncertainty...but I'll be here for you πŸ’—

This is just the beginning of more exciting news coming next week!!!
02/08/2024

This is just the beginning of more exciting news coming next week!!!

Today we are celebrating Laina Sansom's one year anniversary with our firm! Laina is a Huntingdon College grad on her wa...
07/21/2023

Today we are celebrating Laina Sansom's one year anniversary with our firm! Laina is a Huntingdon College grad on her way to law school this fall at Atlanta's John Marshall. We are so proud of all that she has accomplished this year!

In honor of her one year anniversary, we are sending a $1,000 to the American Heart Association in memory of her late father. Laina is a proud dog-mom of Cooper, a 3-year old golden doodle and is so passionate about helping others.

Thank you Laina for One amazing year! and Cheers to many more!

Husband and wife new clients just scheduled to come in next Tuesday ❀ to start the financial planning process. Nothing s...
02/07/2023

Husband and wife new clients just scheduled to come in next Tuesday ❀ to start the financial planning process. Nothing says Happy Valentines Day like taking care of your financial future together.

I just walked a new client to his car. This was our first meeting and he just recently retired. The last thing he said t...
02/03/2023

I just walked a new client to his car. This was our first meeting and he just recently retired. The last thing he said to me before he got in his truck was, "I feel so much better" and he had a tear in his eye! That will rocket fuel me through the weekend! Happy Friday!

Meet the 2 newest Phil's for the Auburn Women's Philanthropy Board. More to come at next year's Burgers and Bowties even...
01/19/2023

Meet the 2 newest Phil's for the Auburn Women's Philanthropy Board. More to come at next year's Burgers and Bowties event to reveal which month in the Phil calendar they get to be! We enjoyed the event in Auburn last night and got to meet the 2023 Phil's for WPB.

Pictured here is Kileigh (Zach's girlfriend), my son Zachary and my youngest son Michael.

Where do you stand on the $6 coffee controversy as it relates to your financial success? And do you believe your money m...
01/10/2023

Where do you stand on the $6 coffee controversy as it relates to your financial success? And do you believe your money mindset supports your answer?

Reply in the comments on where you stand!

Setting up automatic contributions to your retirement account can make it easier to reach your savings goals and increas...
01/03/2023

Setting up automatic contributions to your retirement account can make it easier to reach your savings goals and increase your chances of successfully saving for retirement. Automatic contributions can be set up through your employer or financial institution, (or if I manage your investments I can do this for you).

By automating your contributions, you can set and forget your savings plan, making it easier to reach your goals. You can choose the amount and frequency of your contributions, so it's a flexible and convenient way to save.

Updated contribution limits for 2023 include:
βœ… The contribution limit for 401(k), 403(b), and most other defined contribution plans has increased to $22,500 for 2023.
βœ… The contribution limit for IRAs has increased to $6,500, with a catch-up contribution limit of $1,000 for individuals age 50 and over.
βœ… The catch-up contribution limit for 401(k), 403(b), and most other defined contribution plans has increased to $7,500 for individuals age 50 and over.
βœ… The income phase-out range for making contributions to a Roth IRA has increased for single, head of household, and married filing jointly taxpayers.

Address

8191 Seaton Place
Montgomery, AL
36116

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