Step 3


Next, we will familiarize you with financial products currently available in the marketplace.  By identifying the products that work with your goals and risk tolerance, we can construct an investment portfolio that builds upon, expands, or changes your present financials security plan.

Creativity is important to making effective decisions during this stage.  When we consider all the possible alternatives for your portfolio, we are allowing you the ability to choose the course of action that satisfies your needs and stated goals.

The next step is “Implementing the plan”.

Click here to move to Step 4

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