TMB Financial, LLC

Teresa M. Brown

Teresa has pursued a career in financial services for the past 33 years, working in various capacities.  In 1993 Teresa made the decision to transition her career to an independent financial advisor. 

While she has the professional expertise to help with all types of financial needs, Teresa has focused her practice on helping those 50+ on their pre-retirement and post retirement needs. Teresa believes that the majority of advisors only concentrate on the accumulation of assets and overlook the unique problems and solutions of those over age 50 for the preservation of assets.

Teresa has access to a wide range of products and services from a variety of sources - not just one company -  which enables Teresa to serve her clients better.

 

"Looking out for the needs and concerns of my clients is my #1 priority."
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

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