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

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