65A Town Center Drive,
We're passionate about helping our clients with their financial affairs. Here are a few of the services we provide: managing retirement and other investment accounts, preparing tax returns, retirement planning, recommending and setting up college saving accounts, life and long-term care insurance, answering day-to-day questions regarding managing debt, buying a home, etc. We want to make ourselves accessible when you need us and save you time and add value by helping you increase your net worth over time.
We offer a complimentary meeting for those interested in becoming a client. This initial meeting is just to find out more about each other and whether our services fit your needs.
Billy G. Brown, CPA, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner and CPA
Blake N. Brown, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
Molly Townsend, M. Acc.
Tax and Accounting