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.

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Last year, the average tax refund was $2,899. For most households, that’s a sizeable amount of money that can be put to good use. Regardless of if you’ve already gotten your refund or are still waiting for it, it’s a good idea to have a plan for it. The...

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Getting married usually means couples (eventually) merge all aspects of their lives together, and this includes finances. While there is no “right” way for a married couple to manage their money together, they should be aware of how the income, and more...

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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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