Federally Insured by NCUA

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WestPoint Financial Group

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

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 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 tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. MassMutual, its 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 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.

PrimeTrust Financial Federal Credit Union is not an affiliate or subsidiary of MML Investors Services, LLC or WestPoint Financial Group or their affiliated companies.

CRN201703-190445