About The Retirement Studio
Making Retirement Planning Approachable
With clarity and transparency, The Retirement Studio removes stress from financial planning so you can feel confident about where you’re headed.
An Authentic Partnership
Based on Clarity and Transparency
Our approach is based on authentic partnerships, offering clarity and transparency in every step of the process. Unlike others who complicate matters or disappear when needed, we stand by your side to help you make smarter decisions for a secure future. With us, you'll experience stress-free financial planning that instills confidence about your path forward.
Our Mission
Our mission is to help business owners and equity-compensated professionals make good financial decisions through goal-based planning, structured investment management, and the use of tax and retirement strategies.
Meet Our Retirement Planning Team
Brandon Barber
Retirement Plan Specialist
Meet Brandon Barber, a seasoned expert with over 13 years of experience in the 401k and HR Technology sectors. His extensive background in sales and consulting equips him to effectively guide retirement plan sponsors and employees through the intricate landscape of retirement planning. Whether you're a plan sponsor or an employee, Brandon's expertise is invaluable in navigating the complexities of retirement plans, ensuring you make informed decisions for a secure financial future.
Brian Boswell, CFP®
Retirement Planning Investment Guidance
Brian Boswell, CFP®, is a seasoned wealth manager based in Georgetown, TX, with over two decades of experience. Specializing in retirement planning and investment management, Brian assists business owners, healthcare practitioners, and tech professionals in navigating both public and private markets. Brian prides himself on maintaining consistent communication with his clients and taking a proactive approach to their wealth management needs. His commitment ensures that each client's financial goals are met with personalized strategies and expert guidance.