Financial planning · Hockessin, Delaware
Retirement planning and investment guidance in Hockessin, Delaware.
Preparing to retire? Already retired? Get a clearer picture of your income, investments, and the decisions ahead.
Brennan Financial Group helps people in Hockessin, Northern Delaware, Southern New Jersey and Pennsylvania connect retirement income, investment decisions, Social Security, and healthcare costs in a plan they can understand. We offer after hours, virtual, and in home appointments. With clients throughout the Mid Atlantic and our snow birds in in Florida and North Carolina, our clients can rest easy where ever they land in retirement.
Our approach
Understand where you stand.
Plan where you’re going.
Start with your retirement questions
Can you afford to retire? What income will you need? What changes if you retire earlier or later? We start with your questions, then look at your savings, income, spending, and responsibilities.
Connect the decisions
Your investment accounts, pensions, Social Security choices, and healthcare costs all affect the plan. We consider how those decisions fit together.
Keep the plan understandable
Clear reporting and ongoing conversations help you understand your financial picture, follow your progress, and revisit decisions when circumstances change.
How we can help
Retirement planning, with the other pieces connected.
Start with retirement income and investment guidance, then explore the related decisions that matter to your household.
Retirement planning
Coordinate savings, investments, and future income around the retirement you have in mind.
Wealth management
Review your portfolio in the context of retirement, income needs, risk, and your wider financial goals.
Life insurance
Understand how life insurance can support the people who depend on you and fit within your broader financial plan.
College planning
Build education savings into a financial plan that also accounts for your other priorities.
Social Security planning
Explore claiming choices alongside your savings, other income, and retirement timeline.
Medicare planning
Make room for health coverage decisions and costs as you prepare for retirement.
Divorce financial planning
Organize your finances and understand your priorities during a significant life change.
Self-directed 401(k) management
Explore investment guidance for a self-directed option within your employer plan, where available.
Our team
Your financial planning team in Hockessin.
Based in Hockessin, serving individuals and families in Northern Delaware.
William Brennan
Owner & Certified Financial Planner™
Focused on retirement planning, investment guidance, and helping clients connect their long-term financial decisions.
Email WilliamLeigh Joseph
Investment Advisor
Focused on wealth management, portfolio strategy, and reporting that helps clients understand their financial picture.
Email LeighNicole Bigelow
Office Administrator
Supports scheduling, account paperwork, and everyday client service to help your experience run smoothly.
Contact our officeGetting started
A few common questions.
Can you help me work out whether I can retire?
Yes. We can begin with your retirement timeline, expected spending, savings, and income sources. The goal is to understand the questions and assumptions that will shape your plan.
What should I bring?
Recent account statements, a rough outline of expenses, and any pension or Social Security information are helpful. You can start with what you have.
Can you help if I’m already retired?
Yes. Our planning approach includes retirement income, investment guidance, and reviewing decisions as your needs change.
Where is your office?
You can find us at 6285 Limestone Road, Hockessin, DE 19707. Office hours are Monday through Friday, 9:00 a.m. to 5:00 p.m. After Hours Appointments Upon Request.
Hockessin · Wilmington · Newark
Local guidance for your next stage of life.
When retirement is getting closer, you need a place to bring both the big questions and the practical details. Our Hockessin office welcomes conversations about retirement readiness, current investments, and the financial changes that come with a new stage of life.
Visit us at 6285 Limestone Road, Hockessin, DE 19707. We are available Monday through Friday, 9:00 a.m. to 5:00 p.m.
Explore our retirement planning approachLet’s talk
Talk with a financial advisor in Hockessin.
Preparing to retire, reviewing your investments, or adjusting to a life change? Start a conversation with Brennan Financial Group.
Schedule a planning consultation
