Billy Brown, CPA, CFP®

The services I offer clients include managing investments, giving financial advice, and preparing tax returns.  However, one of my main objectives is making myself accessible to discuss and help with day-to-day financial questions and concerns.  Some of the more common questions I'm asked include: How much do I need to retire and how much should I be saving?  Should I refinance my home to pay-off other debts?  Should I lease or buy my next car?  What are the differences between 401-ks, Roth IRAs, etc.  Do I have enough life insurance?  My goal is to help make it easier for my clients to get through their financial challenges.