"Another very good quote will go over here.
Something an AL G. Brown client has said."
-SARAH SCHWARTZ
Use your worksheet to create a financial plan for your family.
Use your worksheet to create a financial plan for your family.
Elli Schochet, CFP, our Managing Partner, recently gave an address on succession planning to the annual gathering of the top 5% of all life insurance professionals. Elli was the third of our partners given this honour following David Wm Brown […]
Read MorePhilanthropy runs deep in our firm’s history, just as it does in many of the families we serve. From the earliest days, my late father believed that meaningful giving was about more than tax receipts—it was about creating a legacy […]
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