Brown Financial Advisors

Enhanced Planning: Protect Your Legacy & Preserve Family Harmony

Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their loved ones and ensure their wishes are carried out smoothly. No matter the size of your estate, taking the right steps now can help avoid complications and preserve family harmony for generations to come.

Join us for Enhanced Planning: Protect Your Legacy & Preserve Family Harmony, where we’ll discuss essential topics like wills, trusts, and beneficiary designations—helping you gain confidence in your plan for the future.

📅 Choose a date and time that works for you!
🍽️ Boxed lunch will be provided.
👥 Clients are welcome to bring a guest.

Register today and take a proactive step toward securing your legacy.

Have questions? Contact Alex Brown at:
📧 abrown@brownfinancialadvisors.com
📞 513-575-9654

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brown Financial Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Brown Financial Advisors, LLC, an SEC Registered Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Brown Insurance & Tax Advisors, LLC, an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Ohio, Florida, Indiana, Kentucky, Oklahoma, South Carolina or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Brown Financial Advisors, LLC and Brown Insurance & Tax Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Brown Financial Advisors, LLC is not a law firm and does not provide legal advice. Please consult a qualified professional for assistance with any legal issues such as wills and trusts. The information provided regarding enhanced planning is general in nature and it is not intended to provide any legal advice or provide the basis for any financial decisions.

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