We integrate all aspects of your retirement into a plan that provides clarity towards your retirement success.
Many people believe that planning for their future only involves saving for retirement through the use of a traditional retirement account such as an employer-sponsored 401(k) or other investment plan.
The reality is that there are many elements that make up a truly comprehensive financial plan. At Brown Financial Advisors, we go beyond traditional investment management to provide a holistic approach to help you fully understand and implement a complete financial picture.
Our holistic suite of services include:
- Investment Planning & Management
- Retirement Planning
- Insurance Planning
- Long-Term Care Planning
- Medicare Planning
- Tax Planning
- Estate Planning
- Social Security Maximization
The Benefits of Financial Planning
We treat your financial future like a puzzle and we’ve put together a team of experts designed to help you navigate each individual piece in order to help you see the entire picture. We’ve eliminated the need for you to search for multiple companies to handle each area of your plan. Our clients have access to experts in long-term care and Medicare planning, tax minimization, and Social Security along with a legal team to handle simple and complex estate planning.
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.