01. About Us
When it comes to your retirement, you need a wealth manager who takes the time to learn about you and who has the expertise to help you reach your goals.
02. Why Us
As you approach retirement, you move out of the accumulation phase of your life. You’re no longer just saving wealth, so the services of a broker or agent are no longer as relevant.
03. Who We Serve
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.
We are Fee-Only Certified Financial Planners (CFP®) and Investment Advisors working on a Fiduciary Basis in Minnesota (Eden Prairie) and surrounding areas.
Life should get simpler as you approach retirement. Instead, it seems like it becomes more complex. In the decade leading up to retirement, you’re faced with concerns like:
- Have I saved enough to live comfortably in retirement?
- Have I been investing correctly?
- How do I make sure I don’t outlast my money?
- How will I meet health care costs? Do I need long-term-care insurance?
- How can I leave a legacy that isn’t just about the wealth I pass on, but my values?
Working with a broker early in your career may have suited your needs because you were simply building wealth. Now you’re finding that you need more in-depth planning than a broker can give to answer your pressing concerns.
At Brown Wealth Management, we help put you on the path to the retirement you envision. As your financial advisors, we incorporate holistic financial planning and investment management with your needs, goals and values. We work with you to build a plan that helps you transition from the working world to a retirement lived in comfort and with purpose.
Let us help you create the retirement you envision. Schedule your complimentary assessment today.