Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.
Learn how to create a retirement income to last a lifetime for you and your spouse.
Will you receive your maximum Social Security benefit that will optimize cash flow?
Is your portfolio's risk allocation properly aligned for the greatest potential reward?
Do you know the fees, expenses and redundancies in your brokerage accounts...
and how they affect your portfolio's overall volatility and long-term returns?
Do you have access to technology that organizes and manages your retirement resources?
At our New Generation Retirement seminar, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.
President and Founder
Greg Brown, a 2013, 2014, 2015, 2016 and 2017 winner of the “Five Star Wealth Advisor” award, and his team at Brown Financial Advisors, an Independent Registered Investment Advisory Firm, are focused on helping families throughout the tri-state area build and preserve their wealth.
Our advisory philosophy is built on mutual trust, respect, commitment, dedication, stability and confidence. We provide comprehensive advisory services while acting in a financial fiduciary capacity which is a legal requirement to “place our clients’ interests above our own.” Our recommendations are made solely to provide the highest value and benefit for each client’s specific goals and objectives.
It all starts by developing a true financial roadmap to navigate retirement in combination with a real advisor who works for Main Street, not Wall Street. Brown’s motto is “Losing money is a choice; it’s not your obligation, so choose differently today.” As client advocates, we believe in a balanced approach using ‘Green Money’, fully-insured “I Know So” accounts as well as ‘Red Money’, market-based “I Hope So” strategies.
Brown Financial Advisors, LLC | All Rights Reserved. All written content is for informational 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 one of our individual advisors prior to implementation. Investing can be risky. Fee-based financial planning and investment advisory services are offered by Brown Financial Advisors, LLC, an Independent Registered Investment Advisory firm in the States of Ohio and Kentucky. Past performance is no guarantee of future returns. All insurance and tax and services are offered through Brown Insurance and Tax Advisors, LLC, a separately held company. Brown Financial Advisors, LLC and Brown Insurance and Tax Advisors, LLC are affiliated companies. This information should in no way be construed or interpreted as a solicitation to sell, or offer to sell investment advisory services to any residents of any State other than the States of Ohio and Kentucky, or where otherwise legally permitted.
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