Do Your Friends Or Family Need Financial Guidance? We’re Here To Help!
By Timothy Brown, MBA, CFA®, CFP®, RICP®, AIF®
2020 has been unexpected (that’s putting it lightly). After months of our lives being turned upside down by COVID-19, change and uncertainty have become the norm. Some states and counties are still pretty locked down, while others are reopening. Some schools are open to in-person instruction, while others are providing distance learning. To say this is a stressful and confusing time is an understatement!
Even though life is going to look different for a while, we don’t want you to panic or lose sleep at night. One thing that won’t change is how our team at Brown Wealth Management is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster we’re on, you can always count on us.
Do your friends and family have this kind of support system?
Help For The Road Ahead
In the past handful of months, most of us have spent more time at home with our families than we have in a long time! Separation from our routines, friends, and extended family has reminded us of the importance of our friendships and other relationships and taught us how to be there for each other in creative ways. We know that you are not just concerned about yourself but also your loved ones.
There is a lot of fear in our world right now, and fear can make people do unwise things with their money. Our goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals.
If you have friends or family members who are in need of financial guidance during this stressful time, we’d love to be there for them like we are for you, analyzing and evaluating their financial picture and sharing strategies to help them stay on track to reach their goals despite market turmoil and economic uncertainty.
We Are Here For Your Friends And Family…Virtually
We at Brown Wealth Management want to let you know that we are still working and operating our business…just not in the same way as before. Just because you are quarantined, sheltering-in-place, or adhering to social distancing guidelines doesn’t mean you are alone.
If you or your loved ones have any financial questions or concerns and need a shoulder to lean on, we are available virtually. Schedule a no-obligation consultation, and together let’s find out if we’re the right people for you to depend upon during your journey to a comfortable retirement.
Schedule a free introductory call by reaching out to us at (952) 303-6715 or firstname.lastname@example.org.
Timothy Brown is founder and president of Brown Wealth Management, an independent, full-service wealth management company that helps individuals and families prepare for all of life’s milestones and events. With more than 20 years of experience in the financial industry, Tim strives to help his clients live happier, more fulfilling lives with the confidence that they have been good stewards of their finances. Tim has a bachelor’s degree in finance and accounting from the University of Colorado and an MBA from the University of Minnesota’s Carlson School of Management. In addition, he holds a rare combination of credentials: Certified Financial Planner™(CFP®), Chartered Financial Analyst™ (CFA®), AIF® - Accredited Investment Fiduciary™ (AIF®), and Retirement Income Certified Professional® (RIPC®). Tim has been recognized for his hard work by receiving the Five Star Wealth Manager award in both the Mpls.St.Paul Magazine and Twin Cities business magazine since 2013.
When he’s not working, Tim enjoys spending time in Eden Prairie with his wife, Stacey, and their four children. You can often find him keeping busy by staying fit, pursuing a black belt in Tae Kwon Do with his three boys, assisting kids with Boy Scouts, and attempting to read two books per month. To learn more about Tim, connect with him on LinkedIn.