Our Mission
To promote financial literacy and education leading to enhanced financial decision making resulting in a more secure retirement experience.
About Nevada Retirement Planners
At Nevada Retirement Planners, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies.
Our advice, recommendations, and investment strategies are custom tailored to our clients’ short/long term investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.
With ongoing financial education, continuous communication, and exceptional service, we are committed to developing a lifelong client-advisor relationship.
In the financial world there are basically two ways of receiving investment advice. This advice comes from either:
- Registered Representatives (Stock Brokers) or,
- Registered Investment Advisors (RIAs)
Most investors do not know the difference between these two investment models or that a difference even exists.
Investment advisors always have a fiduciary duty to act in the best interest of their clients.
Nevada Retirement Planners is a locally owned and strictly independent firm with no vendor agreements. Our independence means we can always pursue what is in our clients’ best interest.
External Portals
CLIENT PORTAL
With the Generational Vault, you don’t have to worry about losing track of where trusts, wills, powers of attorney, insurance policies, investments, medical directives, tax returns, and other personal or family keepsakes are stored, since everything is organized and kept together in one place.
PERFORMANCE PORTAL
Our performance portal gives you access to your complete financial picture whenever you need it. Review your progress toward specific goals with investment data that helps you understand your asset allocation and confirm you remain on track with your Sound Money retirement plan.
BROKERAGE ACCOUNT
Enjoy exclusive access to your Charles Schwab accounts, track your investments, or review your documents in one place. First-time users will need their Brown Financial Advsiors account number to create their username and password.