Bryan Cresswell.
A financial planner with a background in accounting, comprehensive financial planning, and advanced insurance planning, built around thoughtful conversations and not rushed decisions.
Accounting first.
Planning second.
My background in accounting shaped the way I think about financial planning. For business owners, important decisions often sit beneath the surface, including corporate structure, retained earnings, compensation, tax, insurance, estate planning, and long-term family goals.
I was drawn to planning because I wanted to help connect those conversations. Accountants and lawyers each play important roles, but many business owners still need someone helping them see how the broader financial picture fits together.
What I enjoy most is learning how business owners built what they built, what matters to them now, and what decisions will support where they want to go next.
A technical foundation for decisions that are rarely isolated.
Business-owner planning sits at the intersection of personal finances, corporate structure, tax planning, insurance, investments, estate strategy, and long-term family goals.
A business and accounting foundation for understanding corporate structure, retained earnings, compensation, and tax-aware business decisions.
Comprehensive planning across cash flow, retirement, tax, estate, insurance, investments, and business-owner decisions.
Advanced insurance, estate, and wealth-transfer planning where personal and corporate planning often need to be coordinated.
Planning costs can be paid directly,
separate from purchasing a financial product.
That allows the conversation to begin with advice, not a sale. The focus is clarity, coordination, and understanding the right path before any product is ever considered.
Start with clarity before the next major decision.
This site gives you a sense of how I think. Formal planning engagements are delivered through FocalPoint Financial Group Inc.
Formal planning delivered through FocalPoint Financial Group Inc.