What Can M Brown & Associates Do For You
 
Our associates offer a variety of financial services, positioning us as your personal CFO. Please review some of the areas we can assist you with and check all that apply. An associate will contact you with information regarding your request. Fields with an * are required.

How did you hear about us? If referred by whom?
I am interested in having an asset optimization run on my assets to see if I am taking more risk than I need to in my portfolio. Please contact me regarding College Funding options.
I have assets at other financial institutions and as part of my overall strategy, I would like to have you review those as well. Please contact me regarding strategies for Individual Insurance (Health / Life insurance / Cobra 
Continuation / Dental / Vision). 
I have assets in a 401K from a previous employer, and/or I am over age 59 1/2 and would like information about incorporating them with my overall strategy. Please contact me regarding strategies for Disability Insurance.
I am interested in having you review my Debt Obligations (mortgages, notes, consumer debt) in relation to cash flow, to see if I am paying more than I should be in interest charges. Please contact me regarding strategies for Group Insurance (Health / Life insurance / Disability / Dental / Vision).
I am interested in having my Estate Plan reviewed to make sure that I maximize the giving at the time of my death and minimize the tax effect. Please contact me regarding strategies for Senior Care / Medicare Supplements / Long Term Care.
Please contact me regarding Social Security claiming strategies.    
*First Name: *Last Name:
Phone: Best Time to Contact:
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In addition, I would like to discuss: