Sound Money
our sound money approach
We go beyond just investing to integrate all aspects of your retirement into a holistic, Sound Money financial plan for our clients.
When it comes to retirement planning, most people focus solely on investing – maximizing the performance of their 401k, IRA or other retirement accounts. At Brown Financial Advisors, we approach our clients’ financial plan with our unique Sound Money approach. We help our clients maximize not only their investment accounts, but understand the important roles that taxes, insurance, Social Security and estate planning play in their retirement planning. By providing these services in-house, we help our clients see the whole picture and implement their unique Sound Money financial plan designed with their custom goals, dreams and needs in mind.
Our complimentary Sound Money Review Includes:
Diagnosis: We start by understanding your current situation
- Discuss your future goals and concerns
- Review your current plan and financial situation
- Prioritize your financial objectives
Treatment: Our team will recommend an appropriate strategy to help you accomplish your goals
- Implement your customized plan in phases
- Provide timely updates and events
- Monitor your progress on an on-going basis
Our Role: To give you clear and balanced information. We will present the Pros and the Cons of every idea we discuss and its impact on your future.
Your Role: To choose which direction you wish to go. Your job is to give your feedback as a clear “Yes” or “No” with each step taken.
working for clients, not companies
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. Our holistic approach to financial planning will provide you with a comprehensive and coordinated method that helps ensures your plan integrates all aspects of your financial picture. Again, we believe this coordinated effort among investments, income, legacy, insurance, tax, and Social Security maximization provides for a “SOUND MONEY” retirement and the security of multi-generational wealth.
