NAVIGATING TIMES OF UNCERTAINTY
DURING UNCERTAIN TIMES, YOU DON'T HAVE TO GO IT ALONE
Our holistic approach to your financial future is specifically designed for uncertain times like these.
Let’s face it. These last few weeks have been, well, uncertain. We get it. We’re living through one of the most uneasy times in recent history. During these uncertain times, it’s important to have a team you trust to help you protect the things that matter most.
How long will it last?
What will be the lasting impact?
Is my financial future secure?
These questions are being asked by each of us. As always, we believe in being honest with our clients and as upfront as possible about the information we have. After all, we are all in this together.
In this season of uncertainty, we’re here for you, ready to answer your questions, offer a second opinion on your retirement income strategy or just listen to what’s on your mind.
As financial professionals and neighbors living through the uncertainty with you, our holistic approach may be uniquely positioned to help you navigate your retirement future. We can look at your income strategy to see if you’re on track to meet your goals or need to make some adjustments. Or, we can simply listen to what’s most important to you and help you make decisions about next steps.
Whatever happens, we’re all in this together … and we’ll get through it together too.
Give us a call and let’s talk about how to help take care of you and your loved ones in the weeks, months and years ahead.
Please fill out the form below to sign up for a phone meeting. We’ll get right back with you to set a time that works in your schedule. Not able to schedule a meeting? Take advantage of our free resources to help answer your retirement and financial questions.
Our Sound Money Approach
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.
We understand it can be hard to put together a retirement strategy without being able to see the whole picture. Our Sound Money Strategies integrate all aspects of your financial plan in a coordinated effort to provide on-going clarity and multi-generational wealth.
OUR RESPONSE TO COVID-19
As the COVID-19 pandemic sweeps across the nation, we continue to monitor the situation and adapt accordingly. Until further notice, all meetings with current and prospective clients will be held via phone or virtual meetings. In accordance with Governor Mike DeWine’s order for everyone to “Shelter in Place” and in the best interest of the health of our clients and employees. We understand the face-to-face interaction with our clients is a critical component of our relationship and we look forward to returning to “business as usual” as soon as possible. Please contact us if you’re interested in scheduling a virtual meeting.
In the meantime, we encourage you to take this time to utilize the following resources:
OUR RESPONSE TO THE MARKETS
These last few weeks have been like riding a roller coaster. The stock market has risen and fallen by 1,000 point swings, breaking daily records along the way. And while some people consider themselves amusement park enthusiasts, these recent events have been everything but fun.
And while our team of financial advisors have adjusted accordingly, it’s important to understand our response to recent market volatility actually began months. In fact, how our firm handles situations such as these are exactly what set us apart from other advisors. Our investment philosophy and active management approach to your portfolio help reduce the risk to you. Our funds are designed with complicated algorithms that look to predict future volatility, planning well advance and acting accordingly instead of reacting in the moment.
In fact, while no one likes to see the market down, our clients’ managed accounts have fared better during this turbulent period. In many cases, our clients’ portfolios have outpaced not only the recent market losses, but previous market gains as well. We achieve this by understanding their true risk tolerance and operating as your fiduciary – solely advocating for your best interests.
MOVING FORWARD WITH A HOLISTIC APPROACH
Now, more than ever, it’s important to ensure your financial future is secure and being handled with a holistic approach. At Brown Financial Advisors, we treat your retirement like a puzzle. While the ups and downs of the stock market aren’t always easy to handle, our clients rest assured knowing investments are just one piece to a whole picture. Our team of advisors is prepared to handle every piece of your retirement puzzle – from investments strategy, asset management and tax planning, to Social Security maximization, Medicare and estate planning. If your advisor isn’t helping you see the whole picture of your retirement goals, consider scheduling a no-cost consultation with us today.
Our Sound Money Approach
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.
We understand it can be hard to put together a retirement strategy without being able to see the whole picture. Our Sound Money Strategies integrate all aspects of your financial plan in a coordinated effort to provide on-going clarity and multi-generational wealth.
