About Us |
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Joe Brown | Retirement Planning Specialist
Joe Brown and his wife, Pamela, reside in Wisconsin. As President of Brown Advisory Group, LLC and a host of Safe Money Radio Show, Joe has over 30 years experience working with people near retirement or already in retirement. Not one single client of Joe's has ever lost any of their principal due to market downturns. Many of Joe's clients have become long-time friends over the years. Joe works in Wisconsin, Illinois, Minnesota, Florida and Arizona, protecting millions of dollars in retirement assets.
Joe and his clients sleep well at night knowing their retirement funds are protected. There is something truly wonderful about being able to help people have peace of mind about their financial future. It is Joe's desire to give you that same peace of mind. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Helping You Enjoy A Worry-Free Retirement
Listen Every Week!
Click the link below to check out Joe's podcast
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WISN 1130 AM
Sunday 5:00-6:00 PM |
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When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Joe’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
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We Love To Meet New People!
Contact Us
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MAIN OFFICE
2445 Darwin Road Suite 105 Madison, WI 53704 |
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EMAIL
[email protected] |
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CALL US
(608) 241-4425 |
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