About Us

PROVIDING CUSTOMIZED SERVICES FOR DISCERNING CLIENTS

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Team

Our Exceptional Team Of Financial Advisors 

joan

Joan F. Bowers, AAMS®

Financial Advisor, RJFS

Jerred A. Brown, MBA, CFP®, CDFA®, ChFC®, CLU®, CEP®

FINANCIAL ADVISOR, RJFS

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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7 ways to boost your savings

Discover smart options to grow your savings. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: Take advantage of an employer match. If they’ll match 3%, you’ve just covered 6% of...

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Your year-end tax planning checklist

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable...

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