Brown Financial Services Group
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.
As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact me, by phone or e-mail. I can help you make sense of today’s investment climate.
- Managed asset plans – for professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing – to reduce your tax liability and let more of your money work for you
- Cash flow analysis – for everyday budgeting
- College planning – long-term planning to help ensure you’re ready when your children are
- Retirement planning – to design an investment strategy to help you work toward all of your retirement goals
- Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
Brown Financial Services Group serves a large client base in Sacramento and San Diego, California, as well as Columbus, Ohio.