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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

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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