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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
If you find it hard to attain personal life goals, there’s an app for that!
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Don’t overlook the need for renter’s insurance if you rent your home.
It may help your business be better prepared in the event of the death of a principal or key employee.
Five phases to changing unhealthy behaviors.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.