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Our Services

To give you a better idea of how Bruce and Karen can help you, here is a summary of our financial services:

Wealth Building Strategies

 

Retirement Income
​

 

College Funding

 

We help determine the appropriate asset allocation for client portfolios given risk tolerance, goals, and investment time horizon.

 

 

By looking at clients' current assets and desires for retirement, we can develop an investment program to help attain retirement wealth and income goals in addition to overall objectives that have been set.

If clients have children or grandchildren for whom they would like to provide a college education, we can assist with developing a strategy and investment program, including cost projection of expenses, to make that possible.

Investment Portfolio
Reviews

 

Insurance Audits
and Reviews

 

Financial Education

 

We meet with clients periodically to review portfolio performance, discuss necessary changes, answer questions, and address any concerns.  Clients are also welcome to make additional appointments any time they have issues or topics they would like to discuss.

 

We can offer assistance with current policies, conduct audits to determine if policies are performing well, and offer new products for life, long-term care, or disability insurance.

We feel that part of our mission is to educate clients on important financial topics.  That is why we send out quarterly newsletters, conduct seminars, make personal calls, and send e-mails.

 

Small-Business
Retirement Plans

 

 

We offer development and management of small-business employer-sponsored retirement plans such as SIMPLE and SEP IRAs. We schedule personal time with each employer and employee to design the plan according to individual businesses and situations.

401(k)
Education

 

We offer guidance and assistance with diversification and asset allocation for clients' current employer-sponsored plans.

 

Neither asset allocation nor diversification can ensure a profit or prevent a loss.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The information herein is being provided strictly as a courtesy.  When you link to any of the websites provided, you are leaving this site.  We make no representations as to the completeness or accuracy of the information provided at these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, sites, information and programs made available through this site.  By clicking on the links above, you will leave our website and assume total responsibility and risk for your use of the sites to which you are linking.  Brown & Associates Investment Services is currently registered in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, IL, IA, KS, KY, LA, MD, MA, MI, MN, MO, MS, NE, NV, NJ, NY, NC, OH, OK, PA, SC, TN, TX, VT, VA, WA, WV, & WI.

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