Dinner
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.
Once decision can impact your retirement. Choose a financial advisor that is as active as you.
Let Brown Financial Advisors craft a plan uniquely suited to help you thrive in this new generation of retirement.
Let's Get Started
At Brown Financial Advisors our holistic approach provides unbiased advice about all aspects of your retirement. 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.
DINNER WITH US
Our educational dinner seminars are designed to help couples planning for retirement understand our proven New Generation Retirement five-step process and address common retirement questions.
Our complimentary dinner seminars are a great way to learn more about our process and get to know our team in a group environment.
DINNER ON US
Looking for a more one-on-one approach? We get it. Your financial future is personal and you’re ready to discuss your personal road map. We’d love to meet you and will even still provide a gift card to your local restaurant of choice.
Whether you’re just starting the retirement process or seeking a second opinion on your current situation, our team will take the time to meet and help identify areas of improvement and possible pitfalls.
At Brown Financial Advisors our holistic approach provides unbiased advice about all aspects of your retirement. 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.
Schedule your one-one-complimentary consultation today or join us at an upcoming educational seminar. Either way, we’ll answer your questions and help you learn how to prepare for a steady retirement in an ever-changing world. You’ll also receive the following:
1. A detailed report on maximizing your Social Security Benefits
2. A personalized Retirement Compass Financial Plan
3. Our exclusive Color of Money Risk Analysis
Still considering your options? Learn more about our Color of Money risk analysis and get your own, personal color of money score for free.
