Strategic Financial Expert | Jay Brown – San Rafael

Life after retirement can be really challenging if someone has not planned for financial “blind spots”, and can affect the safety and security that people want in their “golden years”.

Often one is unprepared because there is no expert to guide you through all of the complexities and the maze of choices presented at retirement.

If you have been faced with too “much information overload”, or are nearing your retirement, you will be well served with the help of a professional, and one such name to talk to is Jay Brown in his San Rafael office.

How does Jay Brown Help?

Jay offers financial planning & consulting help and services to people who are either retired or are about to retire.

The question, then, is, how does Mr. Jay Brown actually help?

Jayand his network of professional experts attains an in-depth analysis of the finances and the goals of clients to understand their background and where they are currently at. Based on the analysis, and in the subsequent recommendations meeting, he offers advice about how to manage one’s finances so that the client is more capable of reaching their objectives.

Mr. Brown works mainly on a referral basis. This means he offers his services to hisexisting clients, and is referred to others only when a client feels very satisfied with the level of work done.

Jay Brown and His Team

Jay Brown has a team of professional experts who assists him in offering financial planning services to many clients who have been previously mystified by the stress and issues of financial “peace of mind” in retirement. Some of the services that Mr. Brown and his team have been offering to clients for the last 40 years are:

  • Asset Protection
  • Income Distribution
  • Estate Planning
  • Minimum Required Distribution Planning
  • Capital Preservation

The team members, if necessary, obtains an-in-depth knowledge about the finances and other details of the client, and then conducts an analysis. It is only after having a proper analysis of all the details that the team member(s) presents a detailed financial plan for the client, recommending several strategies for the purpose of improving their financial situation in their retirement years.

Apart from offering such services to his clients, Mr. Jay Brown is involved in many community events. He is a member of the Local Commerce Chamber, and attends their events and meetings on a regular basis. Also, he is a member of two Toastmasters organizations in his local area too where also he regularly participates in different events and gatherings that take place.

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