Wealth Accumulation/PreservationPersonal Financial Preparation

Bill C. Brown Associates has the flexibility to tailor each strategy to meet your specific needs and provide recommendations that can help you reach your goals. 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

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Long-Term Care Income Funding Options

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