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The things you see yourself doing when 9-5 no longer belongs to someone else. The places you picture yourself exploring. The people you intend to spend it all with. If you can imagine the way you want to retire, you can plan for it.
With employer pensions on the decline and uncertainty surrounding Social Security, retirement planning is more important than ever. Chris Brown can help you understand exactly how much you'll need to retire the way you want, and develop an income strategy to get you there. He will look at your expenses, priorities, and goals and help you put your money to work, so you can take some well-deserved time off.
Many people are focused on saving a certain amount for retirement but don't think about what they're going to do with that money once they reach retirement—to make it last as long as they do. The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. This video looks at:
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.