Financial Clarity. Practical Guidance. Life Insurance Education.
Brinson Financial Group brings together a team of licensed professionals, specialists, and consultants to help individuals, families, and business owners organize their finances, understand life insurance, and prepare informed next steps.
Financial consulting here means financial education, budgeting, and insurance needs discussions. Insurance products are offered only by appropriately licensed producers. Investment advice, securities transactions, tax advice, and legal services require separately qualified professionals.
Who We Are
Built on Education. Driven by Purpose.
Brinson Financial Group was founded on a simple belief: that every family deserves to understand their finances — not just the wealthy few. Our team of licensed professionals, specialists, and consultants works with individuals, families, and business owners to bring clarity to budgeting, life insurance, disability coverage, long-term care, annuities, and financial decision-making.
We don't sell confusion. We break it down, walk alongside you, and make sure you leave every conversation more informed than when you arrived — backed by a team that has the expertise to address your specific situation.
Most people don't have a money problem — they have a clarity problem.
17+
Combined Years of Experience
1,000+
Families Educated
100%
Client-First Focus
Our Services
Financial Education & Budgeting
Understand where your money goes and what needs attention next. We help you organize income, expenses, debts, and savings goals, then discuss practical budgeting approaches. Progress depends on your circumstances and the actions you choose to take.
Learn moreLife Insurance
Review the people and obligations that depend on you. Discuss term, whole, universal, and indexed universal life policies — coverage amounts, beneficiaries, premiums, and policy terms — with a licensed producer. Eligibility and coverage are subject to underwriting and insurer approval.
Learn moreDisability Insurance
Your income is your most valuable asset. Disability insurance replaces a portion of your income if illness or injury prevents you from working. We discuss short-term, long-term, and own-occupation coverage options.
Learn moreLong-Term Care Insurance
Long-term care costs can quickly deplete retirement savings. We help you understand standalone LTC policies and hybrid life/LTC products so you can plan ahead while you're still healthy and insurable.
Learn moreAnnuities
Fixed and fixed-indexed annuities are insurance products that can provide guaranteed income in retirement. We explain how they work, what they cost, and whether they fit your retirement income plan.
Learn moreRetirement Budget Preparation
Organize expected retirement expenses and income sources, identify potential budget gaps, and prepare questions for your retirement conversations. Investment selection and portfolio management require a separately qualified professional.
Learn moreScope of Services: Brinson Financial Group brings together a team of licensed professionals, specialists, and consultants to provide financial education, budgeting guidance, life insurance, disability insurance, long-term care insurance, and fixed and fixed-indexed annuities. Insurance products are offered only by appropriately licensed producers in states where required licenses and carrier appointments are held, subject to underwriting approval and policy terms. BFG's services do not include securities transactions, investment management, tax advice, or legal services; those require separately qualified professionals.
Important Notice: BFG's services are educational and insurance-focused in nature. For securities transactions or investment management, please consult a licensed broker-dealer or registered investment adviser.
Our Approach
Listen: Understand your priorities and questions.
Explain: Discuss the scope, costs, and limitations of the services being considered.
Organize: Identify practical educational and insurance next steps.
Connect: Identify when additional professional expertise is needed.
When Additional Expertise Is Needed
Some questions require an investment professional, attorney, or tax professional. Those services require a separate engagement with the provider responsible for them. BFG's educational and insurance services do not themselves include securities transactions, investment management, tax advice, or legal services.
Start With a Conversation
Tell us what you want to understand, organize, or protect. We can discuss your priorities and whether our educational or insurance services fit your needs.
Schedule a ConsultationRequest a Conversation
Tell us whether you would like help with budgeting, financial education, or life insurance. Please provide only general information here. We can arrange an appropriate process if documents are needed.
Dan Brinson IV
Founder & CEO | Financial Consultant | Life Insurance Broker
Mobile
(904) 469-5509Our Office
Address
10151 Deerwood Park Blvd, Building 300, Suite 235
Jacksonville, FL 32256
Office Phone
(904) 208-5003General Inquiries
[email protected]Office Hours
Monday – Friday: 9:00 AM – 5:00 PM
Saturday & Sunday: Closed