Chad Brown

Background

About Chad Brown

I am in the financial services business and I have a very unique approach in that I help people find money that they may be transferring away unknowingly and unnecessarily and help them bring it back to the table. I address areas such as qualified plan contributions, college planning, major expenses like car payments and credit card debt as well as others. Many people will lose more in these areas than they will ever accumulate in their lifelong savings & investment accounts. I believe there is more opportunity in helping people avoid losses in their financial life than in trying to pick winning investments. Proper planning is the most important element of financial success. I believe that if you're going to succeed, you're going to have to learn to take control of your own money. I have education, training and expertise in helping professionals, families and businesses develop solid plans for pursuing their goals. Having a Masters degree in Financial Planning, I am intimately familiar with planning and implementation strategies that many in the financial services industry have never been exposed to. Retirement income planning is my primary specialty (I hold the RICP® designation) but I'm also very knowledgeable about business and estate planning strategies and risk management. My understanding of behavioral finance enables me to recognize cognitive errors, heuristics and biases in my clients' lives and help them understand these issues so that they can make better financial decisions. I have over 25 years of experience in helping clients implement these plans and strategies using a holistic approach to advice and investment & insurance selection. I am a firm believer in the independent advisor model with no proprietary product requirements. I would love to help you get started today on a path to a better life than what you might otherwise be able pursue without the knowledge and skill that I bring to the table. I offer a complimentary consultation where you can see the approach that I use and determine if it's right for you. You will have the opportunity to get all your questions answered and you will walk out knowing what it will cost and what the next steps are if you choose to work with me. I look forward to hearing from you!