Everyone's plan is different. We are all in unique financial circumstances. Brown and Freeman, LLC works with you to collect your profile data. You decide your priorities and the plan will show you your options.
We start by identifying where you are in your financial life and where you want to be. Through in-depth discussions we discover together what you want to accomplish and how to get there. We take into consideration your:
Once your Financial Plan has been established, we work with you to implement the recommendations upon your request. Our investment approach is built upon years of expertise and an emphasis on the things that can be controlled. It is more about managing risk and deciding on the best options to safeguard your wealth. The plan takes into consideration all your financial pieces including your income, living expenses and investments. It will show everything you need to know about your financial situation and details your options to reach financial success.
A Financial plan reduces the risk of costly mistakes, saves you time, eliminates confusion and maximizes your ability to keep your hard-earned money. We keep you abreast of the ever-changing stock market and legislation that impacts your plan. Managing your money is a job for a financial adviser who cares about your success.