Our Firm

Brosnan & AssociatesFinancial & Insurance Services, LLC is a full service financial services & group benefits consulting firm, based in Newport Beach, CA. We specialize in working with businesses and the owners of closely held businesses and affluent individuals thoughout the West Coast.

Since 1998, Brosnan & Associates has developed a reputation in the industry for bringing creative new solutions to both the old and new issues of an increasingly complex financial and insurance benefits marketplace. These solutions are for affluent individuals, business owners, and the companies they have built. For the owner, areas of expertise include wealth accumulation, strategic estate and income tax planning, business continuation planning, and income protection. At the corporate level, the firm assists with employee benefit planning and key-person issues. Key-person issues include deferred comp, employee retention, buy-sell planning and funding. Employee benefit planning includes discovery, research, comparison, design and implementation of both large and small group medical plans, 401(k) and other qualified retirement plans, as well as ancillary benefits such as life, dental, vison, long term care, and supplemental insurance. Please call to schedule an appointment for a free, no obligation review of your current plans, or to explore new options.

Our Mission Statement: "Hold true to each and every client's or business's best interests by knowing their entire financial and insurance picture and only then offering the best financial and insurance advice* for that individual's or business's specific set of circumstances."