Lamont Brown, CFP^®

We work with people who want the freedom to pursue the work they enjoy and build a legacy Your financial picture has become more complex. You may be unsure of what you need, where to start, or how to manage your whole financial picture. Coordinating it all isn’t easy. Managing your financial situation is no longer just about making simple decisions like saving for retirement. It’s about exploring complex investment options, reducing taxes, and making sure you are prepared and protected for potential financial challenges ahead. Our Process To Achieve financial security and freedom, all of your financial decisions need to work together Our coordinated wealth plan aligns your financial decisions with your Vision, Values, and Goals because all of the pieces of your finances are intertwined. ALNA Financial coordinates each part of your financial situation to help you focus on the work you enjoy and legacy. Our Coordinated Wealth Planning ProcessTM helps you build a strategy and take action to protect, and prepare for the challenges and opportunities ahead.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Personal Taxes