RetireMitten Financial LLC

Brian Hamel is a CFP® with 34 years of industry experience. He is currently an advisor at RetireMitten Financial LLC and previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. for 12 years. Outside of his advisory role, he is a principal at Blueforce Investors, LLC, a real estate investment and property management firm. RetireMitten Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, corporations, and multi-generational families. The firm employs a primarily passive investment approach using stocks, ETFs, and index funds, supplemented by fundamental and cyclical analysis, and serves a notable non-U.S. client base with specialized cross-border retirement planning.

Gregory Neino is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at RetireMitten Financial LLC, joining the firm in 2024 after 16 years at Charles Schwab Bank and Charles Schwab & Co., Inc. RetireMitten Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and multi-generational families. The firm employs a primarily passive investment approach with stocks, ETFs, and index funds, supplemented by fundamental and cyclical analysis, and offers structured financial planning including cross-border retirement strategies.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Michael Brasza is a CFP® professional with 16 years of industry experience. He is currently an advisor at RetireMitten Financial LLC, where he has worked since 2022, following 14 years at Mainstay Capital Management. RetireMitten Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and multi-generational families. The firm employs a primarily passive investment approach using stocks, ETFs, and index funds, complemented by fundamental and cyclical analysis, and offers specialized cross-border retirement planning for Canadian clients.