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C.L. Brown & Associates
       
 
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C.L. Brown & Associates
 
 
Mission statement: 

Our mission is to help our clients WIN the financial game of life!  Simply put, "WINNING THE GAME" means protecting what you value the most and pursuing your personalized long-term financial goals!
Overview: 

Together our team has more than 35 years of combined experience in the financial services industry.  Our team strives to offer AWESOME service and solutions to referred and invited clients across central Iowa and other locations.

Our Philosophy

Planning not Products

Our philosophy is to focus on our clients' goals and planning needs.  We help our clients design and implement written customized financial "game plans" designed to assist them at "WINNING THEIR FINANCIAL GAME OF LIFE".  Once implemented, we continue to help our clients track their progress towards winning or striving toward their goals.  These plans are designed to help:


MANAGE RISK by protecting your loved ones, your income, your business and your most valuable assets.
INCREASE LIVABLE INCOME either today or during your retirment years by minimizing taxes, saving more and retiring debt sooner.1
TRACK PROGRESS towards your goals.  How can you win if you don't really know the score?  Reviewing your written game-plan will help you keep your planning current and effective.
LEAVE A LEGACY.  Estate (and Business Transition) planning are key goals for many of our clients.
History: 

C.L. Brown & Associates was co-founded in 2006 by Layne and Cher Brown.


 
 
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