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:
- Assets and liabilities
- Living expenses
- Insurance policies
- 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”.
Call Brown Financial at (403) 252-1752
for your complimentary financial review today!