Lamont  Brown,  CFP<sup>&reg;</sup> - Financial Advisor

Lamont Brown, CFP®

Mr.

1285 Jefferson Davis Hwy, Suite 3021
Fredericksburg, VA 22401
FINANCIAL ADVISOR'S WEBSITE
(540) 841-3472 CONNECT WITH Lamont
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General

Lamont Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Fredericksburg, VA and the surrounding communities.

Financial Advisor Overview

I know that if you take care of your money life becomes a little easier. Coming from a small West Texas town and being the first-generation college graduate, I didn’t know what I didn’t know about personal finances. After trial and many errors, I decide to help my family by learning all I could about personal finances. I became a Financial Planning professional because I understand what it feels like to need help and not have someone there. I’m a financial planner focused on helping you build wealth and prepare for the future. Pre-Retired - Retired - What is my retirement number? - Am I on track to retire? - How will I minimize my taxes? - What can prevent me from reaching my goals, and have I done enough to protect my family? Self-Made - What is my strategy for keeping and growing what I’ve worked so hard to achieve? - Have I made the right decisions with my finances? - Do I have peace of mind about my finances? Business Owners in Government Contracting - What tools are available to help me reduce my tax bill? - How am I going to keep my key employees? - As a 401K provider, have I met all of my fiduciary responsibilities? - How will I use my business value to fund my retirement?

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Financial Advisor Experience

I have over 10 years of experience helping families and business owners see the financial challenges ahead, understand their opportunities, and sleep well at night knowing it’s all covered. Prior to becoming a Financial Planning professional, my professional life started on the yellow footprints of Marine Corps Recruit Depot San Diego and advanced to Officer Candidate School (OCS). Now I’m the founder of ALNA Financial Group LLC a holistic planning firm focused on meeting the needs of self-made individuals and business owners.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Virginia
  • Health/disability insurance: Virginia
  • Fixed annuities: Virginia

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources