Wealth Accumulation/Preservation
Personal Financial Preparation
Bill C.
Brown has the flexibility to tailor each strategy to meet your specific needs
and provide recommendations that are in your best
interest. Contact
us today to
setup a personal consultation.
Available Personal Financial Strategies
Financial Analysis
- Clarify
Goals
- Investment Analysis
- Asset Allocation
Retirement
Funding
- Income
Replacement
- Pension Rollovers
- Tax Beneficial Tools
Insurance
- Life
Insurance
- Health Insurance
- Disability Insurance
- Long-Term Care Insurance
Estate Plan
Funding
- Coordinate with your Attorney to Develop a Plan
- Place Products in your Plan to Provide
Funding
- Work with your Attorney to
Monitor the Plan
College Funding
- Cost
Projections
- Grandparent Programs
- Tax Advantage Plans such as 529
Plans