Our Approach

5-STEP RETIREMENT PLANNING SYSTEM

With the continued loss of traditional pensions, the rising cost of healthcare, and economic upheaval, the average American can often feel like they’ve been left to navigate retirement on their own. But the truth is you don’t have to do it all by yourself.

The New Generation Retirement® system is our approach to creating a retirement strategy. It utilizes a five-step system that’s guided by three hallmarks of our company: fiduciary, transparency and technology.

Choosing a financial services professional is an important financial decision — and there are several types to choose from.

During your career, you’ve worked hard to earn a living, but that income stream ends the day you retire. That’s when it is best to have a retirement strategy in place that is designed to help you leverage your assets to provide enough income to maintain your preferred lifestyle.

Building a successful retirement is easier when you have a strategy you truly believe in. Retirement can be a time of great change and uncertainty.  Having confidence in your strategy can help you look ahead with less anxiety and more optimism.

Designed to help find what your strategy needs to achieve your retirement goals and financial objectives. This step is where you can see our hallmarks — fiduciary, transparency, and technology — come to life.

Helping you thrive in a new generation of retirement goes beyond initial recommendations and is based on our ongoing commitment to your retirement success.

THREE HALLMARKS OF OUR SYSTEM

Along with a holistic simple 5 step approach to retirement planning, Brown Financial Advisors ensures successful execution of your retirement planning through our three hallmarks of this system.

Fiduciary

Finding a trusted financial services professional is an important element of your retirement strategy. Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you by offering strategies that serve your best interest and act with transparency.

Transparency

Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. Not only does this allow us to track the evolution of your strategy and make necessary adjustments along the way, but you can always see that we’re acting in your best interest. Our commitment to transparency is visible through a strong foundation of technology.

Technology

We feel the retirement challenges you face today are more complex than those faced by previous generations, but technology can help make managing and organizing your retirement easier. Our office utilizes Generational Vault®, an online portal accessible through our website. It contains tools to help make decisions appropriate for you. It also serves as the vehicle to document and record decisions made, ensuring transparency.

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Working for Clients, Not Companies

At Brown Financial Advisors we embrace our role as an advocate for our clients, always acting with your best interest in mind. While many financial services professionals focus on products, our experience shows your needs are best met by focusing on processes, strategies, and most importantly, people. Our holistic approach to financial planning will provide you with a comprehensive and coordinated method that helps ensures your plan integrates all aspects of your financial picture. 

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