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Client Portal
Contact Us
303-863-7112
About Us
Our Story
Our Team
Community
Awards
Services
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Education Planning
Philanthropic Planning
Business Exit Strategy
Tools to Help
Buyout Barometer®
Recession Prep Scorecard
Retirement Shock Absorber
Retirement Tax Filter
Withdrawal Stress Test
Family Love Letter
Insights
Latest Insights
Videos
Become a Client
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Latest Insights
Brown and Company Keeps You Posted
January 23, 2020
How Charitable Giving Can Benefit Donors
Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling...
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January 22, 2020
Top 10 Key Provisions of the SECURE Act
Setting Every Community Up for Retirement Enhancement (SECURE) Act As Enacted on December 20, 2019 · Prepared for LPL...
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January 15, 2020
5 Ways to Maximize the Value of Your Business
We know how much time, effort, and dedication it takes to create a successful business. At the end of...
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January 11, 2020
How We Provide Advice: A 150-Point Inspection
One of the most common questions we’ve heard from prospective clients over the years is “If I become a...
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January 11, 2020
Redefining Legacy: It’s Not Just What You Leave Behind
If we’re fortunate enough, there comes a point in our lives when we begin thinking less about the things...
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January 9, 2020
A New Tool for Business Owners: The Buyout Barometer™
The best financial advice always originates from good questions. Conversely, missed opportunities and poor advice often stems from conversations...
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January 3, 2020
Employee Spotlight: Meet the Team Member (Danielle Berz)
This is the latest in a continuing series of posts where we feature a member of our team using...
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December 19, 2019
The SECURE Act Brings Big Changes to IRAs
To avert another government shutdown, Congress just agreed on a new spending bill. There’s been extensive news coverage of...
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December 13, 2019
Selling Your Business? Consider an Installment Sale
We’ve talked about different ways to transition a business, but now we want to consider how you can structure...
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December 4, 2019
Developing an Asset Protection Plan
On average, a new lawsuit is filed every two seconds in the United States. But few of us seriously...
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November 25, 2019
Employee Spotlight: Meet the Team Member (Ryan Csrnko)
This is the latest in a continuing series of posts where we feature a member of our team using...
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November 22, 2019
Infrequently Asked Questions for Business Owners
As wealth advisors, one of the most valuable things we do for our clients is prompt questions that they...
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November 15, 2019
Top 10 Year-End Planning Ideas for 2019
As we approach the end of the year, it is always beneficial to establish and review financial goals to...
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November 7, 2019
Employee Spotlight: Meet the Team Member (Mary Radke)
This is the latest in a continuing series of posts where we feature a member of our team using...
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November 5, 2019
How Do You Plan for Goals That Are at Cross-Purposes?
Goal setting is at the heart of financial planning and, yet, frequently one of those goals has the potential...
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October 30, 2019
Should You Pay Off Your Mortgage?
One of the most common questions we get from clients is whether they should pay off their mortgage as...
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October 16, 2019
Three Common Misconceptions About Medicare
One of the most prominent areas of concern for those nearing retirement is the cost of health care. For...
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October 14, 2019
Employee Spotlight: Meet the Team Member (Erin Buis)
This is part of a new series of posts where we feature a member of our team using a...
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