Brown and Company is an industry-leading wealth planning firm that acts in our clients’ best interests while helping them prepare for retirement and beyond. We do not simply create a plan; we reexamine it every year with you and adjust it if necessary. When you choose Brown and Company for wealth management services, you can count on a clear path to the future.
Maximizing Your Resources in a Tax-Efficient Manner
Objective Advice, Team Approach
Are You Thinking About Your Retirement?
Once we hit age 50, most of us begin to consider life after retirement. When should you retire? Will you have enough money to do what you wish during retirement? You spent years creating your wealth, you are an expert in your field and people rely on you to deliver, but now the time has come to let us be a part of your team and deliver for you. For more than 30 years, Brown and Company has provided wealth management and retirement planning to business leaders, entrepreneurs and wealthy individuals.
Retirement Planning Services
At Brown and Company, we are committed to preparing you and your family for financial success. Being financially successful and ready to retire means that you have a plan for meeting your financial needs, realizing your goals and fulfilling the legacy you desire.
We understand that every individual and family situation is unique. That’s why we take the time to get to know you and understand your goals before we help chart a course forward.
During our retirement planning process, Brown and Company will:
Analyze All Your Accounts
If you are like many of our clients, you may have amassed many different retirement accounts throughout your career, all of which we analyze to ensure they are working harmoniously:
- Individual Retirement Account (IRA)
- Defined Benefit Plan
- Equity Compensation
- Social Security
Assess Your Standard of Living and Withdrawal Rate
How do you plan to spend your retirement? How much do you plan to withdraw monthly? Our Withdrawal Stress Test™ tool helps us determine your portfolio’s sustainability.
Develop Your Retirement Shock Absorber™
You want to maintain a certain lifestyle and meet your financial goals during retirement. This tool helps you retire with confidence by considering future volatility in the markets and the economy.
Our team of highly credentialed experts meet with you on a regular basis to provide comprehensive and ongoing planning. Are you ready to stop worrying and start preparing? Get in touch and schedule your consultation today.