Family and Individual Services
"JWSmith Brown has been our financial advisor and we recommend them to anyone looking for top quality advice and speedy service."
by: Mathew T.
"Excellent – good methodology for producing results."
by: David M.
Personalization for better results
At JWSmith Brown we are your wealth planning and management team. We recognize that every person is unique. Each and every one of us has hopes, dreams and aspirations for our life and the lives of our loved ones. We understand. At JWSmith Brown we are genuine people who have our own families. We know how important it is for you to lay a foundation for the ones you love.
To begin your journey toward total goal achievement, we will first analyze your current assets to evaluate your financial standpoint. Then, together, we will formulate a focused and effective plan to reach both your short-term and long-term goals.
JWSmith Brown has developed several unique processes individualized for you. We will help by imparting the wisdom and common-sense strategies needed to devise a valuable plan that in turn will match your goals.
All types of clients may benefit from our valuable advice, including the affluent; retirees; divorcing individuals; and recipients of settlements from personal injuries, awards or inheritance; married or single; old or young. Whether you're just starting out or simply need to maximize the potential of your existing plan, we can help.
Since our relationship is constant and long-term, it is in the interest of both of us for you to keep us informed of changes regarding your circumstances whenever possible. An annual review is highly encouraged.
Complete Financial Planning includes:
- Retirement Planning
- Tax Planning
- Inheritance and Financial Windfall Management
- Charitable/Philanthropic Planning
- Education Funding Analysis
- Estate Succession Planning
- Business Succession/Sale Planning
- Pension and Profit Sharing Plans
- Planning for Dependent Children and/or Parents
- Pre-Marriage Financial Planning
- Post-Divorce Financial Planning