Financial Services

WestPoint Financial Group

Florence Brown
800-964-2466
febrown@finsvcs.com
http://www.westpointfinancialgroup.com/
Personal Profile of Florence Brown

To schedule an appointment, please call PrimeTrust Financial during normal business hours at 765-289-2148.

Wealth Accumulation & Investment Planning for Consumer & Business

Annuities
Mutual Funds
Asset Management Programs
Stocks
Bonds
Alternative Investments

Wealth Protection & Insurance Planning Consumer & Business

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

Retirement Planning for Consumer & Business

Roth IRA’s, Traditional IRAs, SEPs
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 Plans
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 Planning
Estate Planning

Estate Planning

Liquidity to Help Pay Estate Taxes
Protect Estate for Future Generations
Assure Proper Asset Distribution
Tax Reduction Strategies
Charitable Giving Strategies

Florence Brown 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, Ohio, Florida, North Carolina, Massachusetts, and California. *Securities, investment-advisory, and financial-planning services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC., 900 E. 96th St., Ste 300, Indianapolis, IN. Phone (317) 469-9999.

PrimeTrust Financial Federal Credit Union is not an affiliate or subsidiary of MML Investors Services, LLC