About Us
PROVIDING CUSTOMIZED SERVICES FOR DISCERNING CLIENTSWe 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
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™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Donate Reward Points to Help Charities Go the Distance
Estate and Giving Sitting on piles of miles about to expire? Put your rewards to work for deserving causes. Helping military families get hotel rooms. Turning miles into meals. Flying refugees to safety. These are just a few examples of the tangible good you can create in the...
Strategies for paying an unexpected tax bill
Tax Planning Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan. Filing season is underway, and many working Americans are already receiving their refunds – but what happens if you were expecting to break even or receive a refund...