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Family Unwrapping

 James Brown Financial Services Team will not only share with you, but also show you  how to financially  do  what you have to do, so you can do what you want to do!

Approach

James Brown Financial Services Team offers services virtually via video conference, by telephone and with in-person meetings as needed or desired. We approach financial stability as a team effort to zero in on a comprehensive estate planning identified by the financial tools of an accountant, credit repair coaching (in order to have the finances possible to create a viable realistic plan), insurance companies and an estate administrator (which includes will and trust planning), all working today to identify and help you achieve your goals for financial stability with a viable retirement plan.

Family Planning

Providing customized services

James Brown Financial Services Team understands that every client is unique, and all services are customized based on your individual needs.

Protecting Loved Ones

What are your desires for your family when you have passed on? A proper plan that puts your provisions in place rather than having your family members be stressed out is one of the most considerate things you can do to for your loved ones. Are you an aunt  or uncle that wants to assist with your niece's or nephew's education? What will happen to the home you have worked so hard to have, will your son or daughter be able to leave there? Do you want your husband or wife to be worried about your burial. James Brown Financial Services Team will make sure you feel secure and confident about the details of your inheritance. ​

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Financial Planning

Retirement Planning

Will & Trust

Estate Administration

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