NOW PLAYING: New Generation Retirement
Let’s face it, cookie cutter, one-size-fits-all retirement plans simply aren’t going to cut it anymore. At Brown Financial Advisors we approach retirement planning differently by focusing on you with a holistic approach that helps you manage all aspects of your retirement.
This seminar will last roughly 30 minutes and cover our custom, five-step process:
1. Finding a Financial Services Professional – your options for help have changed
2. Fact & Feeling Finder – Understanding YOUR goals, objectives and retirement plans
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
A free seminar workbook will be available for download.
After viewing our New Generation Retirement webinar, you’ll be able to follow up in two ways:
- Complete your free Color of Money Risk Analysis
- Request a complimentary strategy review session