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

Individual/Family Planning

Individual/Family Planning

We understand how important making the right choices and investments are to individual and family clients. Our Investment Assured Program is personalized to develop an investment management plan that works with your financial choices and goals. Creating a financial plan is just the beginning, our proactive management philosophy will ensure that your plans can adapt to your ever changing world.

Listed are some of the services we can customize for you:

Wealth Preservation Strategies:

  • Asset Protection
  • Business Planning
  • Charitable Giving
  • Estate Planning
  • Legacy Planning
  • Retirement Distribution Plans
  • Tax Strategies

Investment Strategies:

  • Stocks & Bonds
  • Retirement Plans
  • Mutual Funds
  • IRA & Roth IRA
  • Qualified Plan Rollovers
  • 529 College Savings Plans

Insurance Programs:

  • Life Insurance
  • Health (Medical) Insurance
  • Medicare Supplements
  • Long-Term Care Insurance
  • Disability Insurance

Don’t feel confined by your company retirement plan.

Did you know if you are over 59 1/2 it is (may be) possible to have us manage your 401K portfolio at TD Ameritrade on your behalf?

Retirement Plan Check-up:

Do you have access to a team of specialists to give you comprehensive advice?

Does your advisor proactively call with advice before you ask for it?

Is your advisor primarily focused on sales, or is your advisor your advocate?

Does your advisor’s firm sell proprietary products or is it independent?

Contact one of our Team

to arrange a free comprehensive analysis of your 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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