What We Do

Our Services

Pre Retirees and Retirees

We help successful, industrious people maximize their savings and create intentional strategies for their financial futures. Our services include:

Investment Management

Keep investment cost low
Focus on Quality
Build the right mix, based on established research, aligning with your income needs
Own Tax efficient investments

Social Security Strategy

Analyze filing age specific to your plan
Understand how social security will be impacted by your other income sources
How to protect a spouse’s survivor benefit

Retirement Income

Optimize for taxes
Implement academically proven approach based on income guardrails and investment buckets
Protect your nest egg in case you need it later it life
Maximize income so you can enjoy retirement to its fullest
Reduce portfolio risk
Taking all income sources into account, to get the most from each

Tax Planning

Review annual tax return and provide analysis
Roth conversion planning annually
Planning to avoid your Medicare premium spiking
Coordination and timing of different income streams
Health Insurance Tax credit to significantly offset the cost health insurance if you want to retire before 65

Retirement Planning

Retirement readiness analysis
Scenario planning
Tax planning at every step, reducing your bill
Coordinated investment strategy to make the money last
Bringing together a lifetime of pieces, into one plan
Strategies for a hybrid retirement to get you started early, but out of a stressful late career role

Insurance Optimization

Review your risk exposure
Help you save money and improve coverage
Introduce you to qualified outside resources to shop it when you need to

Brian P. Skinner

AdvisorHub Solo Advisors to watch 2025

Brian P. Skinner, CFP^®, CRPC^®

Financial Planner

Professional Philosophy

Brian is a dedicated financial planner who is passionate about retirement and investment planning. He is internally driven, every day, to make the experience and the firm, the best in the industry. He specializes in tax-sensitive retirement and income distribution planning for individuals and families aged 50+, helping them navigate the transition from saving for retirement to spending in retirement. His approach integrates investment management, risk planning, and tax-efficient strategies into comprehensive financial plans tailored to clients’ unique goals.

He believes deeply in the value that linking investment, tax, and income planning together provides in his pursuit of helping clients attain financial flexibility and retire confidently.

Industry Awards & Designations

Brian’s expertise and dedication have earned him notable recognition within the financial planning industry. In 2024, he was honored with the Forbes Best-in-State Next Gen award for financial advisors in Connecticut. He holds the prestigious Certified Financial Planner™ (CFP®) certification and the Chartered Retirement Planning Counselor (CRPC®) designation, underscoring his commitment to professional excellence and fiduciary responsibility.

The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Education & Background

Brian grew up with his family in Orange, CT, moving through the local school system and eventually graduating from the University of Connecticut; he actively expands his industry knowledge through daily continuing education efforts, ensuring he remains at the forefront of financial planning strategies. His passion for educating others extends beyond his practice; he has taught classes on retirement planning, tax strategies, and smart investing across numerous towns in Connecticut.

Personal Passions & Community Engagement

Brian resides in Milford, CT, where he is deeply involved in the community. He is an active member of the Milford Rotary Club and has served as Corporator of Milford Bank and formerly as Corporator of Milford Hospital. Beyond his professional endeavors, Brian enjoys reading, perfecting his golf swing, and spending time with his wife, Kristine, and their son, Graham Skinner. He loves to put Graham in the hiking backpack to get outside to explore and embrace nature. Brian’s commitment to community involvement reflects his belief in fostering meaningful personal and professional connections.

Brian with his wife and their son at 4 month old

Brian hold his son with snow

Brian with his wife and their son as a toddler with Santa

Brian feeding his young son

Brian with his son in a hiking kid backpack on a hiking trail

Brian with his wife at a wedding

Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.