Brian Held

  • CLTC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

The essence of practice is proper financial analysis to help protect families and businesses from the economic hazards associated with four basic human concerns: death, illness, disability, and outliving one’s financial resources. My mission is to provide excellent service and work with families and businesses in reaching their goals.

As a Financial Services Professional, I am qualified to work with individuals and businesses to implement financial strategies based on your needs and desires.

My role is to develop a detailed financial analysis, to effectively communicate complex financial independence and security. My primary goal, though, is to bring value to my clients’ lives and help them reach their financial goals by addressing their needs for both today and the future.

I am confident that my knowledge of the industry, my ability to assess the needs and wants of my clients and the relationship building that I distinctively possess can help you walk away feeling secure about your financial strategy.

I received my BS in business from the Kelley School of Business at Indiana University.

The Process: 

• Gather Data 

• Establish Goals 

• Identify Problems/Opportunities 

• Provide Alternative Solutions 

• Select Appropriate Strategies 

• Identify Costs 

• Develop and Implement a Strategy 

• Review Annually

Employee Benefits* 

• Group Health Insurance 

• Disability Income 

• Group Long Term Care Insurance

Personal Protection 

• Life Insurance 

• Disability Income Insurance 

• Long Term Care Insurance

Business Strategies 

• Key Person Insurance 

• Buy/Sell Funding 

• Deferred Compensation 

• Split Dollar Plans

Tax Minimization Strategies 

• Reduction 

• Deferral

Estate Analysis** 

• Estate Tax Planning 

• Trust Funding

Retirement & Education Planning 

• Pension and Profit Sharing 

• 401(k) Plans 

• IRA’s: SEP, SIMPLE, Roth, Traditional and Education

See Brian’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Brian

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The Piedmont Group, LLC - Birmingham

Satellite Office

2 North 20th Street, Suite 1500
Birmingham, AL 35203