Financial Planning

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

Meet Florence


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. Florence is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

Personal Profile of Florence Brown
https://www.westpointfinancialgroup.com/florence-brown

How Can You Contact Florence?

You can always contact our office at 765-664-8089 and we will be happy to take a message for her or you can contact her directly at:
Florence Brown
(317) 705-8187
febrown@financialguide.com

How Can Florence Help You?

 

Wealth Accumulation & Investment Planning for Consumer & Business

  • Annuities
  • Mutual Funds
  • Asset Management Programs
  • Stocks
  • Bonds
  • Alternative Investments

 

Wealth Protection & Insurance Planning for Consumer & Business

  • Life Insurance: 
  • Term, Whole, Variable, Universal
  • Disability Income Insurance
  • Long Term Care Insurance

Retirement Planning for Consumer & Business

  • Roth IRA's, Traditional IRA's, SEP's
  • Retirement Plan Rollovers
  • Profit Sharing Plans
  • 401(K) Plans
  • Supplement Executive Retirement Plans
  • Pension Strategies

Education Funding

  • 529 Plans
  • UGMA/UTMA (Custodial Accounts)

Business Planning

  • Succession Planning
  • Key Employee Retention
  • Employee Benefits
  • Employer-Sponsored Retirement Plans
  • Business Overhead Expense
  • Buy-Sell Strategies
  • Non-Qualified Executive Fringe Benefits
  • Executive Bonus Planning
  • Deferred Compensation Funding
  • Split Dollar Insurance

Comprehensive or Focused Financial Planning

In the following areas:

  • Financial Position
  • Investment Planning
  • *Tax Reduction Strategies
  • Protection Planning
  • Retirement Planning
  • Education Funding Planning
  • Estate Planning

Estate Planning

  • Liquidity to Help Pay Estate Taxes
  • Help protect Estate for Future Generations
  • Work to assure Proper Asset Distribution
  • *Tax Reduction Strategies
  • Charitable Giving Strategies

*The information provided is not written or intended as a tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties, MML Investors Services, LLC, it's employees, or representatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own tax or legal counsel.
  • 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
Florence Brown is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 E. 96th St., Suite 300, Indianapolis, IN 46240. Phone: (317) 469-9999. Florence Brown is licensed to sell insurance in : FL, IL, IN, MA, MI, NC, & OH, and securities in: CA, FL, IL, IN, IO, MA, MI, MO, NC, NE, & OH. 

Neither Afena Federal Credit Union nor WestPoint Financial Group are subsidiaries or affiliates of MML Investors Services, LLC or WestPoint Financial Group or their affiliated companies. 

Schedule an appointment today!


 Florence will be available at the branch locations listed below on the 2nd and 4th Thursdays 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@financialguide.com or call (317) 435.1827 (mobile) or (317) 705.8187 (office).

 Afena North: 424 N. Bradner Ave., Marion, IN 46952,

 Afena South: 1312 W. 44th St., Marion, IN 46953,

765.664.8089 
 
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