Brown Financial Services

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Brown Financial creates value for our clients resulting in tailored retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please contact us online or call our office at 830-775-2911. We can schedule a time and location that’s convenient for you.  There’s absolutely no cost or obligation.

Our 4-Step Process

Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what your retirement goals are.

Strategy

The primary objective of this stage is to develop together an effective, long-term retirement strategy that is custom tailored to the individual needs of each client. We will educate you about the various planning opportunities and you will educate us about what options are best for you and your family.  Our goal is to empower you to make informed decisions that are in alignment with who you are and what your long term financial goals are.

Implementation

The primary objective of this phase is to successfully implement your retirement strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Coaching

Creating and implementing a plan is only the beginning.  Every day we are bombarded with news and messages designed to confuse, intimidate, and scare.  Rarely do we operate at our optimal level consistently.  This is why we consider COACHING to be the missing “peace” to your financial strategy.

“Unfortunately, the one question I hear most from people I meet with is: Will I run out of income during retirement? The good thing is, I can tell them I have the knowledge and tools that can help estimate their retirement income based on their current strategy.” – Eldon D Brown, CFP®, Brown Financial