About Us
Who We Are
Brownfield Financial is an independent, family operated financial firm that offers a wide range of investment and insurance products as well as wealth accumulation, protection, and retirement planning services. As an independently owned firm, we answer to no one other than you, our client. With a combined three decades of experience, our team understands the market and is perfectly equipped to help get you where you want to be.
What We Do
We educate individuals and families on how to mitigate their risk in the financial market and build personalized investing plans to help them reach their goals. Our strength lies in our access to multiple financial carriers, which we leverage to achieve the most advantageous results for our clients. Based on your unique needs and goals, we create a tailored financial strategy and work with those carriers who best align with the coverage you need. While other financial firms are beholden to a select few carriers, we stop at nothing to find the right solution for you.
Who We Serve
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Creating a comprehensive financial plan that considers your current financial situation, goals, and risk tolerance to help you build a secure financial future.
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Providing valuable guidance and support by addressing your unique financial circumstances, benefits, and retirement system.
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Assisting business owners with business planning, investment strategies, employee benefits, and succession planning.
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Helping you navigate your financial needs and goals during retirement including income strategies, investment management, optimizing social security benefits, and planning for healthcare expenses.