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J. F. Brown Financial Services

11245 SE 6th St. Suite 210
Bellevue, WA 98004

Phone:

(425) 654-0214

Fax:

(425) 654-0214

E-mail:

jbrown@cfiemail.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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Jerry Brown

Professional portrait of a man in a suit and tie

At J. F. Brown Financial Services, our mission is simple: to provide personal financial and investment advice that minimizes our clients' financial concerns and maximizes their security. While each of our clients is unique, they all have one thing in common: They want unbiased financial and investment advice from experienced professionals.

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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