Financial planning and management can be quite challenging at times.
How do you know which financial strategy is best for you? This really depends upon a number of reasons.
If you have been faced with too “much information overload”, or are nearing your retirement, you will be well served with the help of a professional, and one such name to talk to is Jay Brown in his San Rafael office.
How does Jay Brown Help?
Jay offers financial planning help and services to people who are either retired or are about to retire.
The question, then, is, how does Mr. Jay Brown actually help?
Jayand his network of professional experts attains an in-depth analysis of the finances and the goals of clients to understand their background and where they are currently at. Based on the analysis, and in the subsequent recommendations meeting, he offers advice about how to manage one’s finances so that the client is more capable of reaching their objectives.
Mr. Brown works mainly on a referral basis. This means he offers his services to hisexisting clients, and is referred to others only when a client feels very satisfied with the level of work done.
Jay Brown and His Team
Jay Brown has a team of professional experts who assists him in offering financial planning services to many clients who have been previously mystified by the stress and issues of financial “peace of mind” in retirement. Some of the services that Mr. Brown and his team have been offering to clients for the last 40 years are:
After acquiring experience of 40 years in the business, he has set up a network of experts who are there to help clients in strategic financial planning. The team offers the right help in three simple steps.
- Asset Protection
- Income Distribution
- Estate Planning
- Minimum Required Distribution Planning
- Capital Preservation
The team members, if necessary, obtains an-in-depth knowledge about the finances and other details of the client, and then conducts an analysis. It is only after having a proper analysis of all the details that the team member(s) presents a detailed financial plan for the client, recommending several strategies for the purpose of improving their financial situation in their retirement years.
Apart from offering such services to his clients, Mr. Jay Brown is involved in many community events. He is a member of the Local Commerce Chamber, and attends their events and meetings on a regular basis. Also, he is a member of two Toastmasters organizations in his local area too where also he regularly participates in different events and gatherings that take place.