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Brown Wealth Strategies, Inc.
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George P. Brown CLU, ChFC, CPhD
Brown Wealth Strategies, Inc.
P. O. Box 605
190 Bethlehem Pike, Ste One
Colmar, PA 18915
advisor@pobox.com
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Service Objectives
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- Federal Gift & Estate Tax Reduction
- Reducing Exposure to Income Taxes
- Protection From Frivoulous Litigation
- Protect From Estate Expense and Delay
- Maintain Control over Person and Affairs
- Assure Current Lifestyle
- Tax-free Conversion of Appreciated Assets
- Protect Retirement Plan Money from Tax Confiscation
- Pass Values and Responsibility to Family
- Maintain Value of the Family Business
- Establish Professional Asset Management
- Achieve Your Philanthropic Objectives
- Maintain Privacy of Your Affairs
- Refine Your Outside Board Effectiveness
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