I am a financial advisor who works primarily with a small group of well-established families and successful business owners. My clients have the desire either to move into a successful retirement or progress to a work-optional lifestyle.
With the help of industry experts, we have developed and are constantly refining a process to balance our client's goals. We do this by first having a deep understanding what's most important to our clients. Then, utilizing a five-step process we work with our clients to help achieve their goals through personalized strategies, and we monitor progress through periodic reviews.
I feel my technical background prepares me to analyze and filter the enormous stream of financial and technical information we are immersed in every day. This ability to "cut through the clutter" allows me to discover and act on the most relevant opportunities to help my clients meet their goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Phone NumberJoe Brown at (512) 246-0173
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