Strategic planning for life's most important assets.
Comprehensive financial services, life insurance, and property & casualty solutions — delivered the way relationships should be: with care, clarity, and a long view.
Coverage
Home · Auto · Life · Business
Three companies. One commitment.
Relationships first. Always.
At Brown Financial Group, we provide comprehensive financial and insurance solutions designed to protect what matters most. Through TruOak Financial Partners, we help clients build a strong foundation using life insurance and a proven 6-step planning process.
We continue to serve our clients through Brown & Brown Insurance Agency, a Goosehead Franchise, offering Home, Auto, Business, and Umbrella Insurance with the proper coverage to protect their assets.
Through Empact Health Consulting, we are committed to putting care back in healthcare — helping organizations create healthier, more engaged workplaces and better outcomes for the people they serve.
We turn strangers into lifelong clients through trust, education, and phenomenal service. When you need us, we're here.
Six services. One coordinated plan.
Financial Positioning
Clarity on cash flow, debt, and net worth. The foundation every plan is built on.
Investment Management
Strategic portfolios and ongoing guidance aligned to your long-term vision.
Retirement Planning
Income strategy, risk management, and the lifestyle you've worked for.
Risk Management
Personalized assessments to protect family, assets, income, and legacy.
Tax Strategy
Coordinated with your tax professional to preserve wealth and improve efficiency.
Estate Planning
Thoughtful wealth transfer so your legacy passes on exactly as intended.
The Brown team.
Word travels.
Seamless and informative — she's always looking to save me money. Saved $65 a month and I couldn't be more grateful.
Knowledgeable about the details of my coverage and gave me an affordable plan. Welcoming, pleasant, and professional.
Excellent customer service. Jennifer treated me with kindness, respect, and a clear understanding of what I needed.
Let's connect.
Share a few details and a member of the Brown team will reach out — no pressure, no obligation. Just a thoughtful conversation about what matters to you.
Let's build a plan worth keeping.
Schedule a no-pressure consultation. We'll listen, ask better questions, and map the next step — whether that's coverage, investment, or estate planning.