Step 1

At Brown Financial, meeting with our clients gives us the opportunity to learn who you are and introduce to you what services we provide. By working together, we will help you identify your goals and objectives so you can have a better understanding of where you want to go.

Understanding your risk tolerance (are you an active or passive investor) and investment horizons, will allow us to create a comprehensive financial strategy well-suited to your needs.

Next is “Assessing your current situation”.
Click here to move to Step 2.

---

Call Brown Financial at (403) 252-1752
for your complimentary financial review today!