Legal and financial

BrownRichards & Associates offers a nationwide legal and financial referral program that encompasses a broad scope of legal matters. The consultant will refer the employee to an attorney for a legal or financial consultation. The attorney will provide personalized referrals for attorneys and employees will receive a 25% discount off of that attorney’s fees. Financial planners are available to do in-depth consultation on personal issues, real estate, tax matters, income tax preparation, credit/debit services, budgeting, financial planning and more.

Additional information includes:

Legal (also see Legal Consultations for additional information)

  • Civil/Consumer
  • Personal/Family
  • Financial
  • Business
  • Real estate
  • Taxes
  • Estate planning

Financial (also see Financial Consultations for additional information)

  • Retirement planning
  • College funding
  • Life insurance
  • Donations
  • Budget assistance
  • Deferred compensation

Fraud Resolution and Identity Theft (also see Identity Theft for additional information)