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.Contact Us
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.
Estate Management 101
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What Our Kids Can Teach us About Saving Money
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Ascertaining the value of your business is important for a variety of reasons.
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This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
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Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
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Learn more about taxes, tax-favored investing, and tax strategies.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.