Clients We Best Serve 2017-11-14T19:46:01+00:00

Clients We Best Serve

Busy Professionals

Simplifying the lives of clients who do not have the time, desire or expertise to go it alone in the ever increasingly complex world of finance, is what we do best. Our busy clients would prefer to spend time with the people they care about most rather than pour over spreadsheets and pie charts.

They are seeking the peace of mind of knowing they are “on track” for the retirement they have always dreamed of.  Personal face-to-face meetings are where we work together to custom design solutions and strategies that address our clients long and short term goals. We work in conjugation with their current CPA and/or Attorney, in a collaborative manner.

Federal Employees

Brown Financial is dedicated to helping both Civil Service and Military employees understand their financial options amidst the constantly evolving rules and regulations, helping them get the most out of their benefits.

When it comes to making decisions about how they will be spending the rest of their lives, our clients:

  • Want someone who has already made those decisions a million times. Practice makes perfect
  • Want someone that knows what decisions have to be made and why.
  • Want someone with enough experience to have seen the consequences of other people’s decisions and the costly mistakes that have been made.

Medical Professionals and Physicians

Our practice includes a number of medical professionals and physicians who have qualified retirement plans and look to defer additional income for retirement. Our clients are seeking a professional and competent group who can navigate and guide them through the world of investing, where confusing, self-interested and contradictory information is the norm.

Due to their unpredictable schedules, surgeons and physicians often require special service such as having meetings after normal business hours.

Small Business Owners

Our small business owners generally start their relationship seeking help with their company’s qualified plan which leads to managing individual investments and a comprehensive financial plan. They are dedicated and committed to their passion, whatever it may be.

They understand they are hiring a professional to help plan and manage their finances, and are capable of receiving recommendations and acting on them with confidence.

They make decisions after gaining the expert advice that will ensure their success.

Educators

As a former teacher and counselor, we know no one explains the TRS retirement.  Instead of wasting time driving to Austin for a review of the TRS retirement packet, as an ex- educator, we can save our educators time and money.

Our firm helps educators avoid the costly mistakes and timely errors of these decisions that once made, cannot be changed. Two heads are better than one when making the decisions of the TRS options, lump sum options, buying back years, and health insurance/Medicare costs.

Families and Caretakers

After years of specializing in retirement planning, we have found the single greatest threat to our clients’ hard earned retirement savings is the high cost of long term care expenses.  With a team of attorneys, our firm helps families whom have a current or potential need for Long Term Care:

  • To evaluate their care needs
  • Identify potential sources of financial assistance
  • To protect & preserve their life savings

Families in this stage of life require more personal attention and time to gain confidence in someone they can trust to help them through the difficult process of dealing with issues they face, often for the first time in their lives.

We work with families that have complex estate planning, asset protection or investment policy issues such as trustees of family trusts. Privacy and confidentiality are always honored along with strict compliance. Our firm has a team, who can understand and provide solutions for generational wealth transfer, tax mitigation, forming trusts, and asset protection strategies.

Women In Transition

Women facing a transition from divorce or loss of a spouse require more personal attention and time to gain confidence in someone they can trust to help them through the difficult process of dealing with issues they face, often for the first time in their lives. Particularly if they had delegated financial decisions to their spouse. Our investment strategy, which positions education at the forefront of our process, allows women to gain a greater confidence with their finances, which leads to greater peace of mind.