Investment Planning

Offering Our Clients a Steadying Hand

Disciplined Retirement Planning in Denver

Our goal is to protect and grow your wealth to secure your future. Brown and Company goes beyond investing for retirement – we invest to get you through retirement. Instead of offering a one-size-fits-all plan, we invest for your lifetime by customizing a plan that is built around you and your circumstances.

We aim to take the motion out of investing by helping to calm our clients when they worry about the difficult situations we are all bound to face. We anticipate changing markets and life events, and we have the knowledge and tools to take them into account when we invest for you.

Personal Finance Retirement Planning Strategies

Financial concepts are often difficult for non-professionals to comprehend. We get it. That’s why Brown and Company strives to transform complicated ideas into understandable, elegant strategies. Our ideas and intellectual property transform our messaging into a clear and focused retirement investment path.

Over the last 30 years, we have created a set of proprietary methods and tools that have become Brown and Company trademarked processes. With your input and the expertise of our CERTIFIED FINANCIAL PLANNERS™, these tools help us navigate our clients into and through their retirement securely and confidently.

Brown and Company Retirement Investment Process

Preserving and growing wealth requires a disciplined approach and careful, long-term planning. We utilize a step-by-step process that results in a portfolio that considers your assets, financial objectives and lifetime goals.

We’ve found that a logically conceived, diversified investment and financial plan provides the framework to manage life’s unpredictable nature. And because financial planning and investment management are dynamic and fluid by nature, we work with you to adjust your plan and investment portfolio over time as circumstances and goals change.

The seven steps to Invest with a Plan™ are:

1. Clarify goals and objectives.
2. Assess client’s risk tolerance.
3. Design a personal wealth plan.
4. Develop and present the investment strategy.
5. Determine the account structure.
6. Construct the portfolio.
7. Monitor, rebalance and modify.