Our Firm

Brown Financial and Insurance Services is committed to helping you pursue your long-term financial goals. We believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task.  Speciliazing in retirement planning, estate conservation, and medical benefits, I can help you answer the questions you may have about your financial future, such as:

• Will I be able to retire early?
• How much money will I need in order to retire?
• How can I get the most out of my 401(k)?
• Should I have a traditional IRA or a Roth IRA?
• How can I position my investments for higher potential returns while reducing risk?
• How can I "inflation-proof" my investment income?
• Do I need disability income insurance? Long-term care insurance?
• How can I ensure that my children receive as much as possible from my estate?
• What do I need to know about wills, trusts, and probate?
• Which medical plan best suits my family and I or my company?

I offer financial products and services tailored to your individual needs. Brown Financial and Insurance Services is committed to you for the long term. Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life.

*Brad Brown is a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) and offers Investment Advisory Services as a Financial Planner for Eagle Strategies LLC, A Registered Investment Adviser.