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New Generation Retirement
It wasn’t so long ago that retirement meant a pension and a gold watch, but today’s world looks much different than it it did for past generations. With increased market volatility and uncertainty, generating retirement income has become more complex. In addition, with the loss of pensions and rising cost of health care, the burden of retirement falls more heavily on the shoulders of induvial Americans than it ever has before. But you don’t have to carry it alone.
Our New Generation Retirement® system is a holistic approach to retirement planning. It consists of a five-step retirement planning system that incorporates three hallmarks of our company: Fiduciary, Transparency and Technology.
5-step Retirement Process
1. Selecting a Financial Services Professional
Your options for help have changed and who you choose to manage your money to, and through, retirement matters.
2. Fact & Feeling Finder
Understanding YOUR goals, objectives and retirement plans is critical to future success.
3. Strategy
Our five-step system designs a strategy specific to you and built around asset allocation & risk, along with income, legacy & tax planning
4. Recommendations & Implementations
Making recommendations is great, but taking action is key
5. On-Going Relationship
We don’t set it and forget it, we monitor your performance to ensure your goals are on track
Together, we will navigate these five important steps and explore key areas that we believe are fundamental to successful retirement planning. You will be confident knowing that we’ve given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
Let us craft a plan uniquely suited to help you thrive in this new generation of retirement.
Let's Get Started
At Brown Financial Advisors we understand your retirement goals are as unique as you are and everyone starts the planning process in different ways. That’s why we offer multiple ways to help you connect with our team and start you building your New Generation Retirement.
Consultation
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Seminars
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Risk Analysis
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