J M Brown Financial Partners is a Registered Investment Adviser providing comprehensive financial planning services to the extent mutually agreed with the client through careful financial analysis, design, implementation and service.
We work as a facilitator by helping individuals identify their goals and objectives and then come up with the strategies, tools and techniques to help them obtain their Perfect Calendar---What They Always Wanted to do in Life.
- Financial Planning
- Investment Planning
- Asset Management
- Retirement Planning
- Income and Distribution Planning
- Education Funding
- Charitable Giving
- Elder and Long-Term Care Planning
- Solutions for Owners of Closely held Businesses
- Employee Benefits & Qualified Retirement Planning for Businesses
- Insurance Strategies