Aurelis Advisors builds custom retirement income plans focused on tax minimization and predictable lifetime payments. We guide you through options that protect principal while enhancing tax efficiency.


Retirement is personal. At Aurelis Advisors we translate decades of retirement planning experience into practical, tax‑efficient income plans that protect principal and provide predictable income.
We design a retirement strategy that actively optimizes wealth and protects downside risk while keeping your objectives front and center.

We provide transparent reporting and proactive outreach so you always understand your income plan and the decisions behind it.
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Brian Cummings has over four decades of experience in business and financial services, having spent the most recent years as a trusted investment advisor. Driven by a deep commitment to helping others achieve financial peace of mind, he made a strategic shift from traditional investing to focus exclusively on building tax-free retirement income strategies.
Today, Brian specializes in guiding individuals who value safety of principal, freedom from market volatility, and tax-free access to their money. His mission is to help clients create predictable, lifelong income without the burdens of taxation or risk, using proven, conservative financial vehicles. With a reputation for clarity, integrity, and personalized service, Brian empowers clients to retire confidently and live with financial independence.
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For many years, you’ve steered the business — retirement is the next chapter. This guide maps practical next steps.
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A concise primer on avoiding common tax traps and creating tax‑efficient income pathways.
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