01 / RETIREMENT
Retirement Income Planning
Explore strategies designed to help create dependable retirement income while addressing the risks that can affect your financial future.
Retirement • Insurance • Financial Planning
You've spent years building your future. Let's make sure it's protected.
Personalized guidance for retirement, Medicare and the financial decisions that shape the years ahead. Clear, unhurried and built around what matters to you.
Prefer to talk now? Call (561) 719-0507
Planning for What Matters
A thoughtful plan starts with a thoughtful conversation.
Every person's circumstances are different. My role is to help you understand your options and build a strategy around the things that matter most to you.
02 / MEDICARE
Medicare & Health Coverage
Make sense of your Medicare and health insurance choices and evaluate coverage based on your needs and priorities.
03 / PROTECTION
Life Insurance
Help protect the people, income and financial goals that matter most with an appropriate protection strategy.
04 / INCOME
Annuity Strategies
Learn about solutions that may help address retirement income needs, longevity concerns and financial predictability.
05 / BUSINESS
Small Business Protection
Key person insurance, buy-sell agreement funding, executive benefit strategies and business continuity planning - built for owners who need to protect what they've built.
06 / BUILDING
Still Building Toward Retirement
Whether retirement is 10 years away or 25, I help working professionals evaluate where they stand, identify the gaps and build a realistic path to income they can count on.
07 / PREPARATION
Long-Term Care
Consider how future care needs could affect your savings and explore ways to prepare for those possibilities.
08 / REVIEW
Financial Protection
Review the risks in your current plan and identify opportunities to strengthen your overall financial protection.
Meet David
Experience matters. So does having someone who listens.
As a Licensed Insurance Agent, Retirement Specialist and Registered Financial Planner with Owen Insurance Group, I help individuals, families and small business owners navigate important decisions about insurance, retirement and financial protection.
I spent 25 years in executive leadership, building and managing sales organizations before entering financial services full-time. I've sat in the same chair my business-owner clients sit in - I've made payroll, managed partnerships and lived the risks that keep owners up at night.
I believe good planning begins by understanding where you are today, where you want to go and what could get in the way. From there, we can look at your options together - clearly, thoughtfully and without unnecessary complexity.
David A. Brown
LICENSED INSURANCE AGENTRETIREMENT SPECIALISTREGISTERED FINANCIAL PLANNER
The Approach
Simple. Personal. Focused on you.
You don't need a sales pitch. You need clarity around your choices.
Step 01
Listen
We start with your goals, concerns, priorities and current situation.
Step 02
Explore
We review relevant options and explain the advantages, tradeoffs and considerations.
Step 03
Decide
You make informed decisions with a clear understanding of what comes next.
Your future deserves a plan.
Whether you're preparing for retirement, protecting your business or simply want to review your current plan - let's start with a conversation.
Let's Connect
Let's talk about what you're planning for.
Tell me a little about what you're looking for and I'll follow up with you. No pressure - just a conversation about your goals and options.
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