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      DETAILS
      General Info
      Mission Statement * We work as a facilitator by helping individuals identify their goals and objectives and then come up with the strategies, tools and techniques to help them obtain their Perfect Calendar-what they have always wanted to do in life. Vision Statement * To be perceived by the public as THE SOURCE to improve self-financial well being through services that impart the comprehensive methodology of a Certified Financial Planner practitioner.
      Hours
      Regular Hours
      Mon - Fri:
      Social Links
      Categories
      Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services
      Services/Products
      J M Brown & Associates, Inc., an SEC Registered Investment Adviser, is committed to helping improve the long-term well being of our clients through careful financial analysis, design, implementation, review and service. Among the services provided are as follows: Comprehensive Business and Personal Financial Planning to the extent mutually agreed upon with the client. * Investment Planning Retirement Accumulation * Income and Distribution Planning * Education Funding * Charitable Giving * Elder and Long-Term Care Planning * Solutions for Owners of Closely-Held Businesses * Employee Benefits & Qualified Retirement Planning for Business * Insurance Strategies
      Payment Options
      Neighborhood
      Copper Oaks
      AKA

      J M Brown & Associates, Inc

      Other Link

      http://www.perfectcalendar.com

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