DM Brown Financial Services

DM Brown Financial Services Our first priority is your overall financial success. Our greatest area of strength is value investing. Member FINRA/SIPC.

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We believe it is important to invest our time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your famil

y. We can also help with your retirement savings so you have more options when you retire, regardless of what you want to do and value. At DM Brown Financial, we use Fundamental Analysis to identify investment vehicles(stocks, bonds, etfs, and open end mutual funds) that strive to allow our clients to meet their financial obligations and goals. There is a wealth of information and research from: Standard and Poors, Morningstar, Strategic Partner's materials, and the world wide web that we use to identify and vet our investments. Utilizing our CFP™ and AAMS™ education/training and over 12 years of experience, we create portfolios and models that place our clients assets on the appropriate area of the efficient frontier in relation to their risk tolerance and risk capacity. We believe that even though the world of finance has changed, Benjamin Graham's teaching are still alive and hold great use for the modern investor. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please be advised that we cannot accept trade requests via Facebook or email, please contact our office directly with your instructions.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator can help you estimate how much you should be saving for college.

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What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

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Are you worried about outliving your retirement savings? You are not alone.
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Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

Address

9170 East Bahia Drive Suite 102
Scottsdale, AZ
85260

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14802928402

Website

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