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Wealth Accumulation/Preservation

Bill C. Brown Associates is proud to offer our clients comprehensive financial services providing investment brokering and insurance strategies. We often work with other professionals (i.e., CPAs, attorneys) to put in place a strategy that will not only help create wealth, but also protect it.

Personal Financial Preparation

Most people spend more time planning a two-week vacation than preparing for their financial future. Bill C. Brown Associates can help you with financial strategies so you can meet your financial goals.  

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Our individual financial services include:

  • Financial Analysis
  • Retirement Funding
  • Insurance
  • Estate Plan Funding
  • College Funding

Business Financial Preparation

Let Bill C. Brown Associates help you develop a financial strategy for your business so you can focus on your clients and growing your business.   

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Our business financial services include:

  • Retirement Plans 
  • Employee Benefits 
  • Executive Benefits and Business Succession Planning 
  • Self-Employed Strategies