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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

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

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Newsletters

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

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