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Brown Financial And Insurance Services

Brad Brown, CLU, ChFC

Welcome to Brown Financial and Insurances Services, a full-service company specializing in retirement planning, estate conservation, and individual/group medical benefits.

As personal financial professionals, together we can: 

 

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier
  • Determine which medical plan suits you/your company best

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. Contact us to see if we can be of service to you. If you have any questions, please call us at (408) 452-0625 or e-mail us at brownbb@eaglestrategies.com. We will be happy to help. We look forward to talking with you.

                              Integrated Family Wealth Strategies – Since 1973 

Brad Brown CA Insurance License 0467251 is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of AL, AZ, CA, CO, MT, NV, NY, OR, UT, WA & WI. No insurance business may be conducted outside these states referenced.

Brad Brown is Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA.   No offers may be made or accepted from any resident outside the specific state referenced. 

Brown Financial & Insurance Services, Inc., is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Brad Brown, registered as investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA.  As such, these services are strictly intended for individuals residing in CA.

Neither Brown Financial & Insurance Services, Inc., it employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.

 
 
Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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