Brown Financial Services Group

09/02/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

08/31/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

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08/28/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

08/26/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

08/24/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

08/21/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

08/19/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

08/18/2026

At Brown Financial, we spend every day helping people prepare for a successful retirement.

Today, we put that experience to work for one of our own: Big Bertha.

After a long career of faithful copies, surprise toner alerts, “please reload paper” messages, and roughly 200,000 paper jams, she has officially entered retirement.

Her retirement plan included:

No more Monday morning print emergencies

Unlimited rest and relaxation

A complete exemption from “just one more copy”

And absolutely no required minimum distributions… of paper

We’re proud to say she retired with full honors, a lifetime supply of appreciation, and zero regrets—other than that one time she ate an entire client packet.

Congratulations, Big Bertha. You earned it. 😂

08/17/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.