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 Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It sounds simple, but paying yourself first can really pay off.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
You’ve made investments your whole life. Work with us to help make the most of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?