You cannot take it with you.
Everyone knows this and yet daily, we make absurd sacrifices that are not at all in our life interests but rather only in our financial interests.
Conventional financial planners will tell you to work, save and defer enjoyment until retirement. Defer life until after 65.
We do not agree with this.
We believe that money is a compliment to life. Life is more than money and that life should be experienced intentionally.
Miles Brown Asset Management is a financial life management company. We operate at the intersection of life and money. Our mandate is to help you identify how you want to live your life and what it will take to get you as close as possible to it. We reconcile your financial interests with your life interests.
Because the economy is always unknowable, it can never be consistently forecast and equity markets can never be reliably timed, we do not try to offer certainty where none exists.
Instead, our obsession is working to ensure that everyday you make intentional decisions that help you live the life you want.
We accomplish this by doing our best to point out potential financial blind spots as they arise and using our experience and knowledge to help you optimize every decision based upon all available information at the time. We do this knowing full well that a different set of circumstances may arise in six months, but this process of intentional, optimal and informed decision making will continue unabated.
Retirement income planning, pension elections, RSU vesting schedules, social security timing, college savings, 401k & 403b rollovers, salary deferrals, roth or traditional IRA, annuities, CD's, money market funds, mutual funds - these are all financial planning and investment tools we are familiar with however none of them are useful if they are not leveraged with your life interests in mind. This is the work we do.
You cannot take it with you. So while you're here, we will help you make better decisions, intentional decisions to improve the chances that you will live the life you want. That is life beyond money.
Life Beyond Money begins with a conversation. We listen attentively to what's on your mind.
We offer no judgement, only an honest assessment and workable solutions.
It is never too late to begin but it is up to you to take the first step by contacting us.
Miles Brown Asset Management, llc.
175 N Redwood Drive Suite 140 San Rafael, CA 94903
Advisory services offered through Miles Brown Asset Management, LLC. The information on this website should not be considered legal advice. Please consult with a qualified financial advisor before investing in securities or other financial instruments.
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