Personally Invested In Your Future™

The Retirement Shock Absorber®

Will your plans to retire withstand another downturn?

Get a free analysis

The Retirement Shock Absorber®

Will your plans to retire withstand another downturn?

Get a free analysis

How Can We Help?

Find the best path to exit from my business

How much will I need from business sale to meet my goals?

How can I create sustainable income after I exit the business?

How can I minimize taxes?

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Pursue a successful and secure retirement

How has the global pandemic affected my plans to retire?

At what age can I afford to retire?

How will I “get paid” once I stop working?

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Create a meaningful family legacy

Are my heirs prepared to inherit?

What “non-financial” inheritance do I want to pass on?

Do we have all of our important documents organized in one place?

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OUR PROCESS

SELECT AWARDS

The 2009-2018 Barron’s Top 1,200 was awarded to Mark R. Brown. Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The 2013-2015 & 2017-2018 Financial Times Top 400 Financial Advisors were awarded to Mark R. Brown. Financial Times Top 400 2015  Financial Advisors minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility. The 2018 Forbes Best In State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. The 2007 Worth Top 100 & 2008 Top 250 awards are based on expertise, integrity and dedication to the field of wealth management. The 2007-2010 Registered Rep Top 100 awards are based on assets under management. The 2018 Colorado Biz award based on reader votes of companies they would trust to take care of their colleagues and friends.

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