Clear Investment & Planning Advice
Financial Services | Brennan Financial Group Hockessin • Northern Delaware
Comprehensive Planning & Investment Guidance
We help retirees and individuals with significant savings understand what their money can do—then keep them informed with clear, inclusive reporting so they can see they’re on track.
A complete plan. Clear reporting. Ongoing guidance.Comprehensive Planning
Retirement income, investments, taxes, Medicare, Social Security, and insurance brought into one cohesive plan.
What Your Money Can Do
We translate complexity into clear decisions—projections, scenarios, and risk alignment based on your goals.
Inclusive Reporting
Straightforward updates that show progress, next steps, and changes—so you always know where you stand.
Services
Planning-first guidance designed for real life—especially retirement transitions and long-term investing.
Retirement Planning
Build a retirement income strategy with coordinated withdrawals and risk management.
Learn more →Life Insurance
Coverage planning that supports your family, legacy goals, and long-term strategy.
Learn more →College Planning
Education planning that protects retirement priorities while funding what matters.
Learn more →Social Security
Claiming strategies designed to support your retirement income plan.
Learn more →Medicare Planning
Help understanding options and costs so health coverage fits your plan.
Learn more →Divorce Financial Planning
Organized guidance through complex decisions—assets, accounts, and next steps.
Learn more →Self-Directed 401(k) Management
For clients seeking more flexibility, we help structure a disciplined approach and reporting around broader investment options.
Learn more →Financial Advisors in Hockessin, DE | Brennan Financial Group Hockessin • Northern Delaware
Meet Our Team
Brennan Financial Group provides comprehensive financial planning and investment guidance for retirees and investors— with clear, inclusive reporting so you can confidently see you’re on track.
Retirement planning • Investment guidance • Clear reportingLocal, relationship-based guidance
We serve Hockessin and nearby communities with a planning-first approach.
Comprehensive planning
Investments, income, taxes, Medicare, Social Security, and insurance—one plan.
Reporting you can understand
Clear updates that highlight progress, next steps, and what changed.
Our Advisors & Staff
Dedicated professionals helping clients plan confidently—especially through retirement transitions and long-term investing.
William Brennan
Owner & Certified Financial Planner™
William Brennan is the owner of Brennan Financial Group and a Certified Financial Planner™. With more than 25 years of experience, he focuses on retirement planning, investment guidance, and coordinated long-term strategy for clients in Hockessin and Northern Delaware.
Leigh Joseph
Investment Advisor
Leigh Joseph joined Brennan Financial Group in 2007 after graduating from the University of Delaware. She is Series 7 and Series 66 licensed and specializes in investment management, portfolio strategy, and client-focused reporting that makes progress easy to follow.
Nicole Bigelow
Office Administrator
Nicole Bigelow supports day-to-day operations and client service. She helps ensure a smooth experience—from scheduling to account paperwork—so clients feel informed and supported throughout the planning process.
Frequently Asked Questions
Quick answers for retirees and investors considering financial planning in Hockessin and Northern Delaware.
Do you work with retirees in Hockessin and Northern Delaware?
Yes. We work with retirees and pre-retirees in Hockessin and across Northern Delaware to build a comprehensive plan that coordinates income, investments, taxes, Social Security, Medicare, and insurance.
What does comprehensive financial planning include?
Comprehensive planning connects the pieces of your financial life—retirement income strategy, investment guidance, tax-aware decisions, risk management/insurance review, and ongoing updates—so you can see how each choice affects your long-term goals.
How do you help clients track progress and stay on track?
We provide clear, inclusive reporting and regular check-ins so you can understand performance, income planning, and next steps. The goal is transparency—so you always know where you stand and what to do next.
What should I bring to a first consultation?
If available, bring a recent account statement list (401(k), IRA, brokerage), an estimate of monthly expenses, and any Social Security or pension information. If you don’t have everything, that’s okay—start with what you have and we’ll guide next steps.
Ready to see what your money can do?
Schedule a consultation to discuss your goals, retirement timeline, and what comprehensive planning and reporting would look like for you.
Serving Hockessin, Wilmington, and Northern Delaware
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Contact Us
Ready for your future? Start a plan today!
6285 Limestone Road Hockessin, De 19707Monday - Friday 9:00 am - 5:00 pm(302) 655-8361Connect With Us
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2020年3月2日This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in the following states: Delaware, Maryland, Pennsylvania, and New Jersey. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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