505-274-7886
A Little Bit About Me
My name is Kevin Brown and I am an advisor with Charles Stephen, one of the Southwest’s leading financial planning firms. I'm focused on helping you make the best decisions possible.
I started in the financial services right after graduating from the University of New Mexico with a degree in finance. Over the years I gravitated toward working with people in the Y.O.Y.O. Economy in Albuquerque, NM.
They include owners of private practices such as attorneys and dentists. This group also includes people who have changed jobs and find they are on their own when it comes to making decisions regarding their retirement plans and other benefits. Other members of the Y.O.Y.O. Economy are people who are about to retire or have already retired and people who have received an inheritance.
I really enjoy helping my clients create a financial plan that will protect their ability to earn an income, manage their investment assets for retirement and college education, have an income in retirement that lasts as long as they do and leave a legacy for their families.
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Protection
I help my clients in Albuquerque insure their most valuable asset; their ability to earn an income. I help insure against what can go wrong so I have the luxury of investing for what can go right. I work with people on their life, disability and long term care insurance.
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Asset Management
Through tax-efficient strategies, I can help my clients in Albuquerque plan for their financial future, including preparing retirement plans for individuals and small businesses and education planning strategies such as 529 plans.
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Legacy
I believe in helping clients in Albuquerque leave a legacy for their loved ones by participating in long-term investments positioned for growth over the years. I work with my clients to create a financial plan that is right for them and their family.
Contact me to find
your way to a happier financial future.
5951 Jefferson St NE, Suite D, Albuquerque, NM 87109
505-274-7886