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  • Douglas Brown & Kimberly Phelps
    434 E Lake St Petoskey, MI 49770-4400 O: 231.753.2580 F: 231.753.2582
    Map and Directions Map and Directions

Douglas Brown & Kimberly Phelps

Raymond JamesRaymond James
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Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
View
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
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Douglas Brown & Kimberly Phelps

Raymond JamesRaymond James
  • 434 E Lake St Petoskey, MI 49770-4400
  • O 231.753.2580
  • F 231.753.2582
  • Map & Directions
  • Map & Directions

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