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    • Mark Brown, CFP®
    • Greg Bruno, CFP®
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    • Charles Brown, CFP®
    • Matthew Gill, CFP®
  • Services
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Client LoginMake an Appointment ›

  • Home
  • About Us
    • Why Choose Us
    • Mark Brown, CFP®
    • Greg Bruno, CFP®
    • Andrew Buttimer, CRPC®
    • Charles Brown, CFP®
    • Matthew Gill, CFP®
  • Services
    • Investment Management
    • Insurance
    • Financial Planning
  • Contact
  • Blog
  • Home
  • About Us
    • Why Choose Us
    • Mark Brown, CFP®
    • Greg Bruno, CFP®
    • Andrew Buttimer, CRPC®
    • Charles Brown, CFP®
    • Matthew Gill, CFP®
  • Services
    • Investment Management
    • Insurance
    • Financial Planning
  • Contact
  • Blog

Business Planning

Business Planning

Creating a secure financial plan for your business can be a complex task. Providing comprehensive employee benefit plans to assure retention of key personnel, controlling the ever increasing insurance costs and regulations, and planning retirement options are just some of the challenges facing business owners today.

Presenting creative options to balance quality programs with affordability and compliance is what we do.

Contact one of our Team to arrange a free comprehensive analysis of your company’s financial plans, insurance and benefits packages, retirement options or any of the other services listed below. Our Associates can design a turn-key retirement, insurance, or profit sharing solution specific to your business needs.

Financial planning services we can customize for you:

Group Plans:

  • Group Health Insurance
  • High Deductible Plans
  • HRA/ HSA
  • Partial Self Funded Plans
  • Cafeteria Plans Sect 125
  • Group Life Insurance
  • Group Dental Insurance
  • Group Disability Insurance
  • Long Term Care Insurance
  • Group Vision Plans

Retirement Plans:

  • 401 (k) Plans
  • Simple IRAs
  • SEPs
  • Employee Investment Programs
  • Defined Benefit Programs

Profit Sharing Plans:

  • Age Weighted Plans
  • Safe Harbor Plan

Business Planning:

  • Highly Compensated Employees
  • Asset Protection
  • Buy Sell
  • Deferred Compensation
  • Business Planning

Contact one of our Team

to arrange a free comprehensive analysis of your company’s financial plan.

Get In Touch

Services

  • Investment Management
    • IMPACT Investment Portfolios
    • Proactive Asset Management
  • Insurance
    • Individual Insurance Quote
    • Group Insurance Quote
  • Financial Planning
    • Individual/Family Planning
    • Business Planning

Our Services

  • Why Choose Us
  • Financial Planning
  • Investment Management
  • Insurance

About Us

M. Brown Financial Advisors, headquartered in Naperville, Illinois, is positioned to assist our clients with their financial needs. We are an experienced firm that brings together a variety of independent affiliates to work as a team to make the complexities of financial planning understandable.

Learn More ›

Naperville, IL

  • 2728 Forgue Drive, Suite 100
    Naperville, IL 60564
  • Phone: 630-637-8600
  • Fax: 630-637-8606

Make an Appointment ›

Estero, FL

  • 23161 Fashion Dr. #304
    Estero, FL 33928-2588
  • Phone: 239-349-2018

Client Login

Securities and Advisory Services offered through Ausdal Financial Partners, Inc., an SEC registered investment adviser, member FINRA & SIPC. 5187
Utica Ridge Rd., Davenport IA 52807, 563-326-2064, www.ausdal.com. Sub-advisory services offered through M. Brown Financial Advisors, a registered
investment adviser with the state of Illinois. M. Brown Financial Advisors is located at 2728 Forgue Drive, Suite 100, Naperville, IL 60564, 630-637-8600.
M. Brown Financial Advisors and Ausdal Financial Partners are unaffiliated entities and only transact business in states where they are properly
registered, or are excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or
training and does not constitute an endorsement of the firm by the Commission or any state regulators.

FINRA: www.finra.org | SIPC: www.sipc.org | AUSDAL: www.ausdal.com

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