Financial Services & Retirement Planning

We have a passion for helping people plan for retirement. Learn today how we can analyze and manage your retirement accounts in a way that align with your long-term goals.

Brian Villec, CFP® | Financial Advisor

About Villec Financial

With a 20+ year plus history in the investment, life insurance and annuity industry, we understand and assist our clients with challenges of an ever-changing wealth planning environment. We believe in a consultative approach tailored to each client’s individual needs, goals and risk tolerance.

Brian Villec earned his B.A. in International Relations from the University of Delaware and a Masters of Science in Management from the American College. He holds a number of industry credentials including his CFP®, CLTC®, and RCC. Securities registrations include: Series 6, 7, 63, 66 and 24.

What We Offer

We can help you clarify the values and goals that drive your financial life. Money is a relationship business, not a mere numbers game, and each person’s journey is unique.

  • Retirement Planning
  • Investment Advisory
  • Fixed Annuities
  • Mutual Funds
  • Life Insurance

Education & Events

Social Security Planning: What Baby Boomers Need to Know