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Brosnan & Associates

2 Park Plaza, Suite 280
Irvine, CA 92614

Phone:

949-387-3019

Fax:

949-682-2105

E-mail:

Our Mission Statement:

"Hold true to each and every client's best interests by knowing their entire situation, and only then offering the best advice for their specific set of circumstances."

 

 

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lease Payment

How much would your monthly lease payment be?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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