Financial Planning

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Santa Rosa Financial Planning Services

Why Do I Need A Financial Planner?

Most of us have goals in life, whether personal, professional, or a combination of the two. To achieve those goals, it often requires us to have financial resources to rely on. At Miles Brown Asset Management, our financial planning services are based on helping our clients accumulate the resources they need to achieve the goals they set.

Anyone can open a savings account and put money in every month, and while that’s a good first step, there are many other steps that need to be taken in order to provide true financial security. We provide the knowledge and guidance of experienced financial professionals to inform and guide your success both short term, and for the future.

Financial Planning vs Retirement Planning

Retirement planning is the most common reason people seek out a financial planner, and while it’s certainly a very important consideration, there’s a lot of life between when you start working, and when you stop. During that time, your goals, lifestyle, and even family may change in unexpected and sometimes dramatic ways.

Common events and goals that a financial planner can help you prepare for are:

  • Going back to school
  • Changing careers
  • Long-term travel
  • Starting a family
  • Home ownership

With the right guidance and commitment, you can be confident that you’ll have the resources to handle whatever turns life takes, planned or not.

We’ll Handle The Details

One of the best parts of working with a financial planner is that once you’ve put your plan in action, you’ll have an experienced professional handling the details on your behalf.

We work hard to make sure you don’t have to worry about how your money is being managed, and can enjoy the peace of mind that you’re on a path to success. The portfolios we build for clients are transparent and clear to understand, and we keep you informed while removing the day to day task of making decisions related to market fluctuations.

The Ins & Outs Of Cash Management Accounts

The Ins & Outs Of Cash Management Accounts

If nothing else, the consumer banking industry is persistent. In its tireless crusade to invent new products (and repackage old ones), one of the latest inventions to arrive is called a cash management account. If you’ve never heard of a cash management...

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Free Financial Planning Consultation

Would you like to speak with a financial planner about your specific needs? If so, we'd love to hear from you! You can book a free phone consultation with us right now by clicking "Schedule An Appointment".

Once you've picked an available day and time, and provided your contact information, your appointment will be booked. If you have any questions, or need to change your appointment, please call us at (707) 595-8702. We look forward to speaking with you.


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