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Through a strategic partnership with WestPoint Financial Group, we can now offer our members access to financial services, investments and insurance options through a Financial Advisor. WestPoint Financial Services strives to provide individuals with a comprehensive financial strategy designed to help meet their unique financial goals.

Biography
How Can Florence Help Me?
How Can I Schedule an Appointment?
Insuring Your Child’s College Education

Biography

Florence Brown has enjoyed a successful career as a financial advisor for more than twenty years. The focus of her work is to help businesses and individuals assess their financial needs. She is an excellent problem-solver and skilled listener who formulates creative solutions that assist clients in meeting their objectives. Her experiences within the banking industry provide the added value of broad based knowledge in the critical areas of budgeting, cash management, credit, and retirement planning.

As a graduate of the University of Indianapolis, Florence majored in Banking and Finance. She continually expands her knowledge by attending financial based courses, conferences, and schools. She has Foundations of Financial Planning certificate from the College for Financial Planning.

Florence makes community involvement an important part of her professional responsibilities. She currently serves as treasurer of the Fishers Economic and Community Development Commission, is involved in her local Chamber of Commerce, is an active member of Rotary and is a member of the local Rainmakers advisory committee. Some of her past activities have included: Hamilton Southeastern Schools Foundation Board, Dollars for Scholars Boards, as well as, a member of the Fishers Development Guidelines and Concept Map Committee. She is a member of Women in Insurance and Financial Services.

Florence is licensed to sell insurance in the following jurisdiction(s): Indiana, Oho, Florida, North Carolina and California. She is licensed to sell securities* in the following jurisdiction(s): Indiana, Oho, Florida, North Carolina, and California. *Securities, investment-advisory, and financial-planning services offered through qualified registered reprepresentatives of MML Investors Services, Inc., member SIPC., 900 E. 96th St., Ste 300, Indianapolis, IN. Phone (317) 469-9999.

Florence and her husband David have lived in the Hamilton County area for over 30 years. Their three children have made them the proud grandparents of six grandchildren. Personal activities include: involvement in their local church, water sports, golf, reading and spending time with family.

How Can Florence Help Me?

  • Annuities
    • Fixed
    • Variable

  • Business Planning
    • Succession planning
    • Key employee retention
    • Selective fringe benefits

  • Educational Funding
    • 529 Plans

  • Estate Protection
    • Minimize estate taxes
    • Provide Liquidity to pay estate taxes
    • Protect estate for future generations

  • Financial Planning
    • Budget
    • Tax Strategies

  • Insurance Planning
    • Life Insurance
    • Disability Income
    • Long Term Care

  • Investment Strategies
    • Mutual Funds
    • Stocks
    • Bonds

  • Retirement Planning
    • Traditional IRA's
    • Roth IRA's
    • 401(k)
    • Plans for Business/self employed

How Can I Schedule an Appointment?

Florence will be available at the branch locations listed below on the 2nd and 4th Fridays of each month or by special appointment. Consultations with Florence are at no cost or obligation to our members. To schedule an appointment you may email Florence at febrown@finsvcs.com or call (317) 435.1827.

Main Branch
424 N. Bradner Ave., Marion, IN 46952
voice: 765.664.8089, fax: 765.668.4331

South Branch
1312 W. 44th St., Marion, IN 46953
voice: 765.664.8089, fax: 765.673.6331

Florence Brown is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc. Securities, investment-advisory, and financial-planning services offered through MML Investors Services, Inc. 900 E. 96th St., Ste 300, Indianapolis, IN. Phone (317) 469-9999. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual), and other fine companies.

  • NOT A CREDIT UNION DEPOSIT OR OBLIGATION.
  • NOT NCUA INSURED.
  • NOT GUARANTEED BY ANY GOVERNMENT AGENCY.
  • NOT GUARANTEED BY ANY CREDIT UNION.
  • MAY GO DOWN IN VALUE.

 
  CRN201203-116239.  
   
Afena FCU
 

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Main Branch
424 N. Bradner Ave., Marion, IN 46952
voice: 765.664.8089, fax: 765.668.4331

South Branch
1312 W. 44th St., Marion, IN 46953
voice: 765.664.8089, fax: 765.673.6331


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