Billy G. Brown, CPA, CFP®

Billy manages retirement and other investment accounts, gives financial advice, and prepares tax returns for his clients. One of his main objectives is helping clients with day-to-day financial questions and challenges. For example, how much can I give away to my family members without paying gift taxes? When do I have to start withdrawals from my retirement account and how much? What are the differences between 401-ks, Roth IRAs, etc.  How much should I be saving? These are just a few of the everyday financial questions he helps clients with.

He also manages his clients’ investments with a tax savings focus. He understands the different types of investment and retirement accounts and the tax impact each may or may not have.

 If you would like to discuss having him provide these serves for you, please don’t hesitate to contact him by phone or email to set up a no charge consultation.