Jay Brown Finance Advisor San Rafael | Jay BrownJay Brown Finance Advisor San Rafael | Jay BrownWe at Financial Planning with Jay Brown understand the difficulties that you can face if you have not planned your finances before your retirement. Mr. Jay Brown has experience of more than 39 years in financial consulting and now the team under his guidance offers the brilliant service of helping people in solving financial issues after retirement.
Not just after retirement, we understand the concern of many people who wish to get their finances planned much before retirement. In fact, we consider it to be a great idea to have properly planned finances much before you retire.
Our professionals make sure to help you when you require us to plan your finances and help you come out of the liabilities burden that you are suddenly feeling upon you after your retirement.
Our pattern of offering help to our clients is quite unique where we first have a detailed conversation with the clients to understand them better and also to understand their details in a much better way. In doing so, we get a list of details such as your assets, liabilities, your financial requirements, and so on. It is only after understanding your details that we analyze the data and then come up with a planning strategy for your requirements.
We understand the fact that not everyone has knowledge about financial terms and figures. So, once again our professionals have a detailed conversation with our clients in order to make them understand the terms and methods carefully. We make sure to be there with you till the time you are not completely satisfied with our services.
So, how do we get in touch with our potential clients who require our help? It is through the referring method. Thus, you can get in touch with us through someone who has already taken our service and is satisfied with the results.