PlanVest - Brian Brown CFP®

  • Investments/ Financial Planning
  • Financial Services
  • Professional Services
  • Retirement Planning
1526 Washington Street Suite E
Blair, NE 68008
402-426-9833
(402) 426-9831 (fax)
Hours:
Monday - Friday 8-5
Saturday by Appointment

About Us

We believe that you should have a plan to succeed in whatever your life goals may be. It is no different when it comes to your investments. Along with a personalized financial plan you will receive a read more
  • About

    We believe that you should have a plan to succeed in whatever your life goals may be. It is no different when it comes to your investments. Along with a personalized financial plan you will receive a customized and globally diversified investment portfolio derived from a team of analysts from one of the industry's most respected investment institutions. With a laser like focus on reducing fees and taxes you will have the potential to save thousands of dollars each and every year helping you keep more returns by paying less.

    My mission is to provide a financial planning experience that encourages engagement, develops understanding and promotes confidence in your ability to meet or exceed your financial objectives through objective advice and a personalized financial plan. This could mean creating a financial plan for the first time or developing the optimal investment strategy to achieve what ever your goal may be. A very worthwhile and rewarding calling, I feel.

    How do I define investor success? It's very simple. Are we meeting client objectives? We keep score by creating a financial plan as our guide which provides additional security, clarity and accountability. I define wealth not as a measure of net worth but rather the contentment, fulfillment and richness of life through that which matters most....faith, family, friends, charity, and community.

    Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. an SEC Registered Investment Advisory Firm.

  • Highlights

    • Financial Planning
    • Professional Advice
    • Low Cost Investing
    • Fee-Based Investments & Planning
    • Retirement Planning
  • Media

  • Whom to Contact

    • Brian T Brown, CFP®
      Financial Planner
      1526 Washington Street Suite E
      Blair, NE 68008
      Phone: (402) 426-9833
  • Map

Printed courtesy of www.blairchamber.org – Contact the Blair Area Chamber of Commerce for more information.
1646 Washington St, Blair, NE 68008 – (402) 533-4455 – Jordan@blairchamber.org