Financial/Retirement Planning

Trust Us for Effective Financial & Retirement Planning Assistance.

In conjunction with preparing your business and personal tax returns, our goal at JB Brown & Co is to help you reach and maintain your financial goals. Our knowledgeable staff has the experience to help guide you to financial independence and maximize your tax savings. If you are looking for an investment strategist, we can connect you with our network of professionals. In addition to providing explanations on tax laws and making recommendation to help lower your tax liability, We will work with your investment advisor to give a tax analysis for:

Financial and Retirement Planning Services

  • Asset allocation
  • Investment performance monitoring
  • College education funding
  • Retirement plans
  • Insurance
  • Tax, estate, and business succession planning
Retirement Planning Assistance

Allow Us to Help You Get a Profitable After-tax Return

Our team is here for you to help ensure your portfolio will be mindful of tax implications, so you can receive a profitable after-tax return. We will guide you through the financial path to retirement and help you reach your goals. Call us at 847-549-7245 to schedule your consultation!
Contact us today for FREE initial consultation!
847-549-7245
We have been serving Lake County for 26 years providing with the best accounting, bookkeeping, tax & financial planning services.

Learn More About

JB Brown & Co

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