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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 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?

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 strategies 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 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.

Florence is licensed to sell insurance in the following jurisdiction(s): : FL, IL, IN, MA,MI, NC, & OH. She is licensed to sell securities in the following jurisdiction(s): CA, FL, IL, IN, MA, MI, MO, NC, NE, & OH.

Securities, investment-advisory, and financial-planning services offered through qualified registered reprepresentatives of MML Investors Services, LLC, member SIPC., 900 E. 96th St., Ste 300, Indianapolis, IN. Phone (317) 469-9999. Afena Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, LLC.

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

 

  • 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.

 

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@financialguide.com or call (317) 435.1827 (mobile) or (317) 705.8187 (office).

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
 
 CRN201409-164884