Investments & Insurance
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, Ohio, Florida, North Carolina and California. She is licensed to sell securities* in the following jurisdiction(s): Indiana, Oho, 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
- 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.
CRN201209-139448
Contact PrimeTrust Financial
Feel free to contact us with any questions or comments. Any sensitive or personal information should not be sent via email. Please contact our live 24-hour Call Center at 765-289-2148 or 800-459-5585.
