Gregory K. Brown CFP at Cambridge Financial Center

at 6440 S Wasatch Blvd, Suite 150, Salt Lake City , 84121 United States

1. Insurance Agent
2. Financial Planning
3. Business Consultant

This page is about Gregory K. Brown CFP® and his Financial Services business.

Description

Greg has worked in the financial and insurance industry for over 32 years. Prior to his most recent 10 years partnering with Cambridge Financial Center (which is associated with Penn Mutual, the nation’s second oldest mutual life insurance company – founded in 1847), Greg was affiliated with a number of prominent financial institutions and professional organizations. Greg has consistently been recognized as a top producer with the companies with whom he has been affiliated and has achieved the status of a Lifetime Member* of the Million Dollar Round Table (a worldwide organization). Greg also is a past President of The Salt Lake Estate Planning Council and the Utah Society of the Institute for Certified Financial Planners (now the Financial Planning Association). Greg’s commitment to better serve his clients is attested to by the designations he has earned: CFP® (Certified Financial Planner), CHFC® (Chartered Financial Consultant), CLU (Chartered Life Underwriter), AAMS® (Accredited Asset Management Specialist), and AWMA® (Accredited Wealth Management Advisor). Greg focuses his services on small business owners and individuals within 15 years of retirement. Greg can help provide solutions for the four most important questions business owners ask themselves: 1) Can I retire comfortably when I’m ready, without relying on my business as my sole source of retirement income, with a plan that addresses my unique needs as a business owner?; 2) How can I attract and retain top people, and avoid significant financial loss if I lose any of those “key” employees?; 3) Since a significant portion of my estate is the business I have spent a lifetime building, how can I protect it from serious loss to taxes, as well as provide income for my family and an eventual legacy to benefit my extended family and/or the social causes that are most dear to me?; and 4) How can I exit my business when I want, on my own terms, and make sure it is in good hands when I walk out? Greg’s focus for individuals and families is likewise four-fold: 1) To help provide the financial tools to maintain their integrity and income when they are too hurt or too sick to work; 2) To help protect their family’s dignity and income in the event of an untimely death; 3) to help structure their savings dollars to achieve the real underlying purpose for all savings – to provide the greatest income stream possible in retirement, without the fear of running out of money; and 4) To help them accomplish the first three objectives by coordinating and integrating their financial tools to create maximum efficiency. Greg has been able to accomplish all he has set out to do because of the loving support of his beautiful wife, and family, and the confidence and guidance of his associates and friends. *Memberships, achievements and honors received were based upon sales criteria. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at brown.gregory@pmlmail.com. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). 6440 S Wasatch Blvd., #150, SLC, UT 84121. 801-424-0020 Cambridge Financial Center and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Cambridge Financial Center is an insurance agency. Insurance and securities licensed in the following states: Utah, Nevada, Arizona, Idaho, California, Colorado, Connecticut, District of Columbia, Virginia, Wisconsin. This is not an offer or solicitation in any state.

Opening time

• Mondays: 09:00- 17:00
• Tuesdays: 09:00- 17:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 17:00

Company Rating

33 FB users likes Gregory K. Brown CFP at Cambridge Financial Center, set it to 2 position in Likes Rating for Salt Lake City, United States in Bank/Financial Service category

Summary

Gregory K. Brown CFP at Cambridge Financial Center is Salt Lake City based place and this enity listed in Business Consultant category. Located at 6440 S Wasatch Blvd, Suite 150 UT 84121. Contact phone number of Gregory K. Brown CFP at Cambridge Financial Center: (801) 424-0020