Wellness Resources
Financial Consultations & Referrals
Experienced, seasoned financial professionals will answer your questions whenever
you need
them — 24 hours a day, 7 days a week
BrownRichards provides financial consultations and referrals. Each client member is entitled to no cost telephonic consultation with seasoned financial professionals. When calling, the clients is connected with a financial professional counselors who will review your request and set up an appointment for a financial consultation.
Typical matters include credit counseling, debt and budgeting assistance, tax planning, retirement and college planning questions. Telephone consultations are generally limited to half hour/hour minutes per issue.
Areas covered are:
- Civil/Consumer issues
- Personal/Family Legal
- Financial Matters
- Business Legal Services
- Real Estate
- IRS Matter
- Estate Planning and Elder Law .