Wealth Accumulation/PreservationPersonal Financial Preparation
Bill C. Brown Associates has the flexibility to tailor each strategy to meet your specific needs and provide recommendations that can help you reach your goals. Contact us today to setup a personal consultation.
Available Personal Financial Strategies
Financial Analysis
- Clarify Goals
- Investment Analysis
- Asset Allocation
The use of asset allocation or diversification does not assure a profit or guarantee against a loss.
Retirement Funding
- Income Replacement
- Pension Rollovers
- Tax Beneficial Tools
Insurance
- Life Insurance
- Health Insurance
- Disability Insurance
- Long-Term Care Income Funding Options
Estate Preservation Planning
- Coordinate with your Attorney to Develop a Plan
- Place Products in your Plan to Provide Funding
- Work with your Attorney to Monitor the Plan
College Funding
- Cost Projections
- Grandparent Programs
- Tax Advantage Plans such as 529 Plans
