History
Our firm was founded in 2009 by Russ and Ava Brown, who have been married for 32 years. Our clients tell us we have a knack for making complicated subjects like Medicare, Social Security, Investing, Long Term Care, Income and Tax planning easy to understand.
Specialties
Retirement Income Planning, Social Security Income Maximization Strategies, Tax Planning, Medicare Planning, Investment Management, Life Insurance, & Annuities. Russ is an independent Certified Financial Planner, guiding his clients through the steps they need to take to achieve a secure financial future, as well as preserve wealth for their heirs. His diverse background enables him to help clients navigate today's complex financial world and make smart decisions to achieve the things in life that are important to them. You can do better! As a Certified Financial Planner (CFP) with years of experience with both securities and insurance solutions; he takes a client centered, holistic approach to our clients' finances, goals, and needs before he comes up with a custom, comprehensive plan.