Network·Venture Capital
📍 STEVENSVILLE, MI
SEC CRD #801-133948
Financial Advisor Southwest MI | True Blue Financial Skip to content Client Login Free Consultation Free Consultation Your Finances Deserve the Loyal treatment Registered Investment Advisor serving Southwest Michigan and beyond with independent, uncomplicated, client-first financial wisdom. FREE CONSULTATION Our Services Our team of financial planners, investment advisors, retirement counselors, and certified accountants work together to meet all your financial needs under one roof. Financial Planning Investment Management Insurance Planning Retirement Planning Tax Planning Financial Planning Our financial planning services are designed to provide you with comprehensive and straightforward guidance, enabling you to navigate life s unexpected twists while working towards your financial goals. The entire process is designed to help you pursue financial confidence, no matter what challenges or opportunities come your way. Asset Allocation Planning | College Tuition Planning | Debt Cancellation Planning | Estate Planning Strategies | Insurance Needs Analysis | Social Security Maximization Asset Allocation Planning College Tuition Planning Insurance Needs Analysis Debt Cancellation Planning Estate Planning Strategies Social Security Maximization Investment Management Our investment management services help you determine the mix of products that is most appropriate for your goals, risk tolerance, and time horizon. We’ve fine-tuned our investment process to build your personalized,
LUCAS M. BROWN
CCO
📞 (269) 982-2710
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AUM
$272M
Location
STEVENSVILLE, MI
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