PLANNING, INVESTING, AND CARING FOR YOUR FINANCIAL WELL-BEING.
"What's in it for me when I hire Brown Financial Services Group?"
It might surprise you to know that many financial consultants do not prepare true financial plans for their clients. They will offer an array of financial products that they hope will meet the growth goals of their clients. As your independent financial advisor and planning partner, Ron Brown and the team at Brown Financial Services Group will commit our comprehensive knowledge and planning tools to help you work toward reaching your financial goals now and into the future. Never any pressure, just solid, impartial advice.
We believe our clients will tell you the #1 reason they came to us and have stayed with us for over 21 years is trust. They rely on the knowledge and experience of the Brown Financial Services Group team to help minimize their fear of an uncertain financial future. We design individualized and sound financial plans they know they can rely on now and 20 years from now. These plans go well beyond a quick glance at the simple investment statements you may be used to.
During our complimentary client portfolio strategy sessions, we listen intently to your goals and financial needs, review every dollar of income and expense, and examine each and every account. We prepare our analysis and present detailed income statements, balance sheets, and cash flow projections that extend throughout your lifetime. Together we will set specific, realistic, and measurable financial goals toward helping you avoid outliving your assets. You will walk away with an in-depth understanding of your financial picture so you can make those important life decisions with confidence.
- Will I have enough money to send my children to college?
- At what age can I retire?
- Where will my income come from beyond age 65?
- How much income will I need based on my goals and commitments after retirement?
- How can I reduce the financial burden on my family when I reach the golden years?
- How can I minimize my tax burden through my investments?
- How can I seek to maximize the return on my investments?
- What does my healthcare picture look like now, and how can I plan for my long-term care should I need it?
- How can I ensure that my estate will be handled professionally?
- What kind of life insurance should I have to protect my family should the unexpected happen?
We offer complimentary consultations to prospective clients who have questions and want to find out if we are a good fit for their financial needs. Call or fill out our form today and we will contact you shortly for a no-obligation financial consultation.
(916) 928-2207 or Client Intake Form
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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Women and Financial Strategies
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Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Even if you’re young and single, you should still consider protecting yourself.
A four-step framework for building a personal legacy.
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When considering life insurance, it's important to understand your options.
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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Are you ready for retirement? Here are five words you should consider.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Even low inflation rates can pose a threat to investment returns.