Brendon Pierce Financial Planning

Brendon Pierce Financial Planning Securities and investment advisory services offered through Osaic Wealth, Inc. member
FINRA/SIPC.

Brendon Pierce, a Financial Advisor with Independence Financial Partners, has worked in the financial services industry since 2013. Previously Brendon worked for Barnum Financial Group, and New York Life. He also has experience as a business owner, starting and building a business right out of college where he earned a BS in Finance with a concentration in investment management and minors in econ

omics, art history and sociology. He holds the SIE, Series 6, 63, and 65 licenses, and his Life and Health insurance license. In his work with clients, Brendon appreciates the varying points of view and company dynamics that he sees. His driving question is, “How can we make better financial decisions and what impact will that have on our life?” His deep interest in behavior and money mindsets stems from personal experiences and the desire to help people answer basic questions about investments—from evaluating risk to determining how much to save or spend. With these points in mind, Brendon helps clients to create a better tomorrow and ensures that they are educated to completely understand all parts of the planning process. Brandon has a thirst for learning; he loves reading and is fascinated with mathematics. Beyond his focus on financial topics, he also has an interest in nutrition and fitness. An avid snowboarder, when he’s not at the office, Brendon enjoys surfing, running, and outdoor sports as well as spending time at the gym. Focus
• Retirement Planning
• Retirement Distribution Strategies
• Wealth Management
• Protection Planning
• ERISA, 457b and 403(b) Plans
• Asset Allocation
• Long-term Care Planning
• Life Insurance Strategies
• Detailed Financial Plans
• Disability Insurance

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
06/03/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

06/01/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
05/29/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Concerned about identity theft? Some things to leave at home.
05/27/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded cont...
05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

Are you ready for school—again?
05/25/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

A disability could keep you from work and increase costs. How can you protect yourself?
05/22/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
05/20/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC...
05/19/2026

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.

For a small business, the loss of a key person could cause financial hardship.
05/18/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Address

Warwick, RI
02886

Telephone

+14016914129

Website

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