Helping you build your perfect financial calendar
JM Brown Financial Partners is an independent financial planning firm in Tulsa, Oklahoma. We understand that individuals face unique challenges to prepare for a sound financial future. We can help take the mystery out of preparing for today and tomorrow. Financial planning is a process that evolves over time. One faces specific planning issues at different stages in one’s life.
Whether your goal is preparing to save for your children college education, retirement funding and/or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. By planning for your future you will get closer to attaining what we have termed “your perfect calendar” – what you have always wanted to do in life. Our team of professionals have many years of experience in the financial services industry. We can help you address your needs of today and for many years to come and look forward to working with you through every season of your life.
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Key Planning Issues
Every “season” of your life is a new stage where we can help you build your perfect financial calendar so that you can do all the things that you always wanted to do in life. At JM Brown Financial Partners we divide life into specific seasons, and each one brings its own financial planning issues. In the same way that nature has its seasons, spring, summer, fall and winter; in planning for your financial future you should think of Foundation, Accumulation, Retirement and Legacy––As your trusted advisor, we will be there helping you plan for each season of your life, so you can accomplish your short and long term financial milestones.
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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Saving for College 101
Here’s a crash course on saving for college.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?