Who is behind RetirementPaychecks.us

RetirementPaychecks.us is an education site and a free planning tool built by two finance professionals in Henderson, Nevada. We built it because the question we hear most from people in their fifties, sixties, and seventies is not how to grow their savings. It is how to turn what they have saved into a paycheck they can count on. Most of what you find online is about the first question. This site is about the second.

Everything here follows one rule: education first. The articles explain how retirement income works, in plain English, and cite the research they draw on. The Build-My-Paycheck assessment shows you your own numbers: the gap between what you'll spend and what you can count on, what it would take to close it, and a Paycheck Stability Index score for where you stand today. It is free, takes about five minutes, and does not ask for a phone number. If you want to talk through your results, a 20-minute review with one of us is also free. There is no presentation on that call. It is for us to get an understanding of your situation. After that, we will go to work to find the best options for you. If you want to move forward, that's great. If not, that's ok too. There is never any pressure to do business with us.

The advisors

Brian McConnell, MBA

Finance Professional

Brian works with people nearing or in retirement who want to know how much dependable monthly income their savings can provide and how to protect it from market swings and a long life. He spent his career running businesses rather than managing portfolios, so he looks at retirement income the way an owner looks at cash flow: what comes in each month, what goes out, and what happens if there is a gap.

Brian graduated from Indiana University in 1996 and earned his MBA from the Kelley School of Business in 2001. He spent nine years at Harris Corporation, rising to Western Regional Sales Manager and winning the company's President's Award three times, and has since founded or acquired eleven companies across intellectual-property licensing, commercial and residential real estate, consulting, B2B software, and consumer services. He is a co-author of The Soul of Success, Vol. 2 with Jack Canfield and has spoken at Singularity University on business growth.

Registrations: Investment Adviser Representative, Daviman Financial, LLC (CRD #7913262), Series 65. Insurance licensed since 2013.

Verify: SEC record·FINRA BrokerCheck

Phil Burruel

Finance Professional

Phil builds financial plans that give people a clear picture of where their money will come from each month, so they can stop worrying about it and sleep well at night. He has spent his career showing families that a secure retirement is achievable with the right plan, and that the plan is usually simpler than they expect.

Phil holds a Bachelor of Science in Finance from Sacramento State University. He began in financial services in California as an advisor and rose to overseeing multiple offices, holding the Series 6, 63, and 26 licenses there, and moved to Nevada in 2005, where he has served Henderson and Las Vegas families since.

Registrations: Investment Adviser Representative, Daviman Financial, LLC (CRD #4531852), Series 65. Insurance licensed since 2024.

Verify: SEC record·FINRA BrokerCheck

How we're paid

We think you should know this before you book a call, not after.

The assessment and the 20-minute review are free and carry no obligation. If you later decide to work with us, we are paid in one of two ways, depending on what you choose.

If you choose to have investments managed by us, that is done by our SEC-Registered Investment Advisory firm, Daviman Financial, LLC. We charge an advisory fee based on the assets we manage. We keep that fee low and publish the full schedule so you can compare it with any other firm's. Daviman manages more than $230 million for its clients.

If you choose an insurance-based income product, you pay nothing to us directly. The insurance company that issues the product pays us a commission out of its own pricing; that cost is built into the product.

How we are paid does not decide which path we recommend. When both apply, we will show you both. Daviman Financial, LLC may only transact business in states where it is registered, notice-filed, or exempt from registration.

The Daviman Financial team

Daviman Financial, LLC is the investment advisory firm behind the asset-management side of our work. Its advisors are:

• Brian McConnell, MBA, Investment Adviser Representative (CRD #7913262). SEC link
• Phil Burruel, Investment Adviser Representative (CRD #4531852). SEC link
• Rone Davis, CFP®, ChFC®, Chief Investment Officer (CRD #4525361). SEC link
• Brendan Crews, CFP®, Investment Adviser Representative (CRD #5960522). SEC link

Verify us

Every registration on this page is a public record. You can check each one here:

• SEC Investment Adviser Public Disclosure shows a firm's or individual's registration, exams, employment history, and any disciplinary events. Daviman Financial, LLC (CRD #285030)·Brian McConnell·Phil Burruel·Rone Davis·Brendan Crews
• FINRA BrokerCheck shows the same individuals' securities licensing history. Brian McConnell·Phil Burruel·Rone Davis·Brendan Crews
• Insurance licenses can be confirmed by name through the national lookup at NIPR.
• Daviman Financial's Form ADV and Client Relationship Summary describe services, fees, and conflicts of interest. Form ADV

Where we are located

We serve clients all over the country so the initial 20-minute review is by phone or via a Zoom call.