WHAT IS A PERFECT CALENDAR?
Every “season” of your life is a new stage where we can help you build your perfect financial calendar so that you can do all the things that you always wanted to do in life. At J M Brown Financial Partners we divide life into specific seasons, and each one brings its own financial planning issues. In the same way that nature has its seasons, spring, summer, fall and winter; in planning for your financial future you should think of Foundation, Accumulation, Retirement and Legacy––As your trusted advisor, we will be there helping you plan for each season of your life, so you can accomplish your short and long term financial milestones.
THE 4 SEASONS OF A PERFECT CALENDAR
The spring season is the foundation stage which starts in the early productive years of one’s life. As a young adult starts working and taking the first steps towards learning and establishing goals about budget, expenses, building an emergency fund and savings. During the spring season you start laying the “foundation” for a sound financial future by steadily saving and investing. As your trusted advisor, we work with you to help build the financial framework so you can stand in a solid foundation to attain your financial goals for the future.
The summer season is the time to focus on accumulating, growing and protecting your assets as you plan for the future. During this stage, it is very important to take full advantage of your employer’s retirement plan and maximize returns on investment accounts. This is the time to review your tolerance for risk and minimize tax liabilities and unnecessary financial setbacks and have the proper insurance coverage on your assets and loved ones. As your trusted advisor, we will work with you to design the right strategies to address your specific needs and objectives. We will help you stay on the right track to attain your financial goals.
In the fall season in life, knowing how to maximize your lifetime savings and when and what percentage to withdraw from your retirement and savings accounts can be confusing. People are living longer and as your financial advisor we work with you to make sure that your life savings and financial plan are on track to provide a steady income stream that will last your lifetime. We will work with you to make sure that you maximize your Social Security and Medicare benefits.
As people are living longer, so your financial plan and life savings must provide you with a reliable income stream for the remainder of your retirement years. Whether your goal is to create a legacy for your heirs or your favorite charity, as your trusted financial advisor, we continue to work with you to make sure that your financial plan is still servicing your needs and objectives.
About J M Brown Financial Partners
J M Brown Financial Partners is an independent financial planning firm in Tulsa, Oklahoma. We understand that individuals face unique challenges to prepare for a sound financial future. We can help take the mystery out of preparing for today and tomorrow. Financial planning is a process that evolves over time. One faces specific planning issues at different stages in one’s life.
Whether your goal is preparing to save for your children’s college education, retirement funding and/or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. By planning for your future you will get closer to attaining what we have termed “your perfect calendar” – what you have always wanted to do in life. Our team of professionals have many years of experience in the financial services industry. We can help you address your needs of today and for many years to come and look forward to working with you through every season of your life.
7060 S Yale Ave
Tulsa, OK 74136
Office: (918) 496-5460
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Ronald Brown, James M. Brown, CFP®, William Tenant, MBA, CPA, CFP®, Connor White and Omar Ahmadieh are Investment Adviser Representatives of J M Brown Financial Partners, a Registered Investment Adviser. Ronald Brown is registered to offer securities in the following states: KS, NY, OK, TN, TX, VA.
Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 80 State St, Albany, NY, 12207 | Tel. (800) 801-6851. Purshe Kaplan Sterling Investments and J M Brown Financial Partners are not affiliated companies. Purshe Kaplan Sterling Investments and its representatives do not provide tax or legal advice. Please consult an appropriate professional about your specific situation. J M Brown Financial Partners is located at 7060 South Yale, Suite 701, Tulsa, OK 74136.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINICPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY.