Brian Feeley

Brian Feeley

Agency Sales Director

Gateway Capitol Financial-Baltimore
An Office of MetLife
3700 O'Donnell Street
Baltimore, MD 21224

Phone: (443)957-6127
Fax: (443)957-6130
E-mail:

 

BUSINESS PHILOSOPHY
 
My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required  to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
 
 
INDIVIDUAL SERVICES
 
Wealth Accumulation Strategies
§         Fixed and Variable Annuities
§         Managed Accounts
§         Traditional and Roth IRAs
§ Education Funding Strategies
§         IRA Consolidation/Rollovers
§         Pension Payout Alternatives
§         Retirement Planning
§          Mutual Funds
 
Family Protection/Wealth Preservation Strategies
§         Comprehensive Financial Planning
§         Life Insurance and Risk Management
§         Long Term Care Insurance
§         Mortgage Protection (Through Life Insurance and Disability Income Insurance)
§         Charitable Giving Strategies*
§         Estate Planning
 

 

PERSONAL
 
§         24 year resident of Baltimore County
§         Current resident of Harford County
§         Calvert Hall High School Alumni
§         Graduate of Towson University
         -- B.S. in Finance
§         Series 6, 63, 65 & 7 Licensed
§         Maryland State Life and Health Licensed
 
 
BUSINESS SERVICES
 
Business Continuation/Key Employee
§         Deferred Compensation Plans
§         Executive Retirement Plans
§         Key Person Life and Disability Insurance
§         Buy/Sell Agreement Funding
§         Disability Buy-Out Plans
§         Business Overhead Coverage
 
 
Retirement Plans
§         401(k)/Profit Sharing Plans
§         Money Purchase Plans
§         Defined Benefit Pension Plans
§         SEP and SIMPLE IRA Plans
§         Group Insurance (Life, Disability, Dental)
§         Flexible Spending Accounts