Step 2

At Brown Financial, before we can establish a financial security plan, we need to assess your current financial situation. We will gather and collect data with regard to the following:

  • Income
  • Savings
  • Assets and liabilities
  • Living expenses
  • Insurance policies
  • Wills
  • Pension plans

This information provides us with a foundation to building a unique portfolio catering to your needs.

The next step is “Looking at your options”.

Click here to move to Step 3

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