Rick Brown & Associates, Inc. is a comprehensive financial services agency. We provide a full range of retirement and estate planning services, while also addressing our clients' insurance needs.
Our agency offers our clients individualized plans to help them achieve their financial goals. From retirement strategies to estate planning, from chairitable planned giving to individual planning, RB&A's associates and team of advisors can design a plan tailored to meet your specific needs.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with our team to pursue your financial goals.
Our team is here to help educate you about the basic concepts of financial strategies and to help you learn more about who we are. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.