In The Long Run...

In the Short-Run, the Market Is a Voting Machine, But in the Long-Run, the Market Is a Weighing Machine” – Warren Buffett

Retirement Business Owner

Comprehensive Financial Planning for Business Owners ...

Lamont Brown CFP®, AIF®, MBA -  
13 December 2024
Preparing to exit your business can bring on a wave of emotions. For most, this is not only rooted in financial security but in personal identity. Developing and building a ...
Retirement Tax Planning

The Good, The Bad, and The Ugly of FIAs

Lamont Brown CFP®, AIF®, MBA -  
12 December 2024
When used correctly, annuities, including FIAs, can be a valuable part of a financial plan. However, careful consideration is critical to ensure they align with broader financial ...