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TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and M. Brown & Associates, Ltd., are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor.
Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
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Financial Planning for Individuals and Families
We understand how important making the right
choices and investments are to individual clients. We make
it our priority to provide our clients with the best services
possible.
We take our clients through our Investment
Assured Program. The program is personalized to fit each client
and his or her investment management needs. We develop an investment
management plan that works with your financial choices and
goals. In addition, we understand that from time to time, clients
want to make adjustments to their plans, and we will be there
to guide them through that process.
All our plans are custom designed to meet your needs.
Investment Strategies:
• Stocks & Bonds
• Retirement Plans
• Mutual Funds
• IRA & Roth IRA
• Qualified Plan
Rollovers
• 529 College Savings
Plans |
Wealth Preservation Strategies:
• Asset Protection
• Business Planning
• Charitable Giving
• Estate Planning
• Legacy Planning
• Retirement
Distribution Plans
• Tax Strategies |
Insurance Programs:
• Life Insurance
• Health (Medical)
Insurance
• Medicare Supplements
• Long-Term Care
Insurance
• Disability Insurance |
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Financial Planning
For Businesses |