Jay Brown Financial Planner San Rafael | Jay BrownJay Brown Financial Planner San Rafael | Jay BrownA lot of things can come up just after you have retired from your job. One of the most common problem that can come up is your health. As we get older, we are prone to many health issues due to which you may have to spend a lot on your treatment. Now, you can go for such treatment options and still manage to have a great life only when you have planned your finances well and have created a good backup.
While there are so many people who might know the ways of planning their finances, there are many others who do not know how to manage the finances to get benefit out of it in the long run after retirement. We, at Jay Brown, Strategie Financial Planner San Rafael, make sure to extend our services and help to such people who are not sure about how to correctly manage the finances to have a better retired life ahead.
Our team works under the guidance of Jay Brown who has an experience of more than 39 years in the field of finance consulting. Our team offers suggestions and guidance to people who are about to retire or have already retired. Also, we offer financial guidance to those individuals who are either willing to start a new business or wish to go for higher studies.
We use a unique way of offering the help that starts with a crisp discussion with our client. We discuss with the client about all the assets and liabilities so that we can have a proper picture of the situation of the person. We make use of this information in analysis and then create a plan that is all about the right investments?
We make sure that we are standing by the side of our client and offer assistance when needed.