Remnant Financial Partners

Remnant Financial PartnersRemnant Financial PartnersRemnant Financial Partners
More

Remnant Financial Partners

Remnant Financial PartnersRemnant Financial PartnersRemnant Financial Partners

We do it all, So you don't have to

Making Your Future a Success

Making Your Future a SuccessMaking Your Future a SuccessMaking Your Future a Success
request for proposal

About Us

Outsourced Implementation: Products & Services

 We have decades of experience partnering with advisors, agents, and customers to help them prepare for the unknown while meeting their client's financial goals. Think of us as your "B-Team" behind the scenes allowing you to hone in on the aspects of your practice you enjoy the most. Let us handle the products, services, and presentations so that you can stay focused on the big picture while maximizing your time and profit margins. Rely on us for:


  • Financial Plan implementation 
  • All lines of Business, Group, and Individual Insurance
  • Refinance and new Mortgage funding
  • Real Estate Services for Buyers and Sellers
  • Tax Preparation and Estate Planning 


As an independent financial services firm, we have access to many different products and professionals so you can get the right products and services today.

Comprehensive Products

We use top tier financial products designed to meet your client's risk tolerance and stand up against market volatility. You can count on us for unbiased recommendations and impartial guidance based directly on their needs and goals.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our customer’s expectations. Call us today to find out how we can suggest long- and short-term services that will help you realize the financial dreams of your clients.

Our Teams

Financial Plan Implementation

Financial Plan Implementation

Financial Plan Implementation

 Our implementation services vary according to your clients' needs, but our available services include:


  • Coordinating meetings with client’s estate attorney (or a partner we have recommended if the client does not have an attorney) and providing attorneys the exact information necessary to draft the estate plan we have built based on the client’s needs (which saves time and usually provides cost savings).
  • Offering guidance and coordinating with CPAs to implement our suggested tax strategies.
  • Coordinating with a client’s insurance agents (or one of our trusted in house professionals) to implement your insurance coverage recommendations.
  • Assisting in establishing pension plans for clients who are small business owners.
  • Providing beneficiary forms to conform to clients’ estate wishes, as well as assisting in re-titling assets.
  • Providing suggested investment selections in non-managed accounts, such as annuities or 401(k)s.

Insurance Brokers

Financial Plan Implementation

Financial Plan Implementation

Flexibility to write all lines through our top-rated carrier networks gives you the advantage of offering more. Our talented service and risk management teams hold some of the highest insurance designations. With an expert for every industry, you can rest assured knowing that all of your clients' service requirements, including claims and billing, are handled by in-house specialists.   


Private Clients

Gain access to A-rated carriers that specialize in providing custom solutions for successful individuals and families.


Commercial

Take advantage of our commercial practice leaders and carrier partners to offer your clients the coverages they need at a price they deserve.


Employee Benefits

Start offering health, dental, vision, and group life plans for 50+ groups. Take it a step further with HR consulting, wellness plans, and compliance resources.


Life & Disability

Help clients who are seeking a solution for complex estate planning, life, or disability income insurance.

Tax and Estate Services

Real Estate & Mortgage Team

Real Estate & Mortgage Team

The voluminous text encompassing Federal and State income tax laws that affect individuals and businesses have grown exponentially since the first income tax was established nearly 75 years ago. The future promises change and challenge for individuals seeking to take advantage of tax savings opportunities while complying with required tax filing requirements.  


Our“team approach” is essential to ensuring your client's needs are properly identified, addressed, and most importantly, clearly understood.


One of the most complex areas of taxation in the United States relates to Estate and Gift Taxes. The relevant Federal and State tax laws in this area continue to be in flux, which lends uncertainty to an already complicated subject area. Our professionals help clients navigate the legal and estate tax planning intricacies to ensure heirs are provided for while the full advantage of all available tax benefits is also achieved.




Real Estate & Mortgage Team

Real Estate & Mortgage Team

Real Estate & Mortgage Team

When it comes to home purchasing, there are two key team members you need to make sure are on your clients' side and each other’s sides throughout the process. Those people are your real estate team and your mortgage broker. 


Their ultimate goal is to get you into not only your dream home but the dream home that is within your budget range and lifestyle goals. Both our Lending and Real Estate partners know what it means to set realistic timelines for your client's particular needs and understand that home buying is a process and we do so as a cohesive collaborative effort. 


We have partners who also specialize in listing and selling homes as well. In the end, our service is always all about the client, and our partners' agendas are never the focal point. Partner with a team you can trust and respect. 

Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom! 

Remnant Financial Partners

9601 Swallow Point Way, Gaithersburg, Maryland 20886, United States

240-331-8331 wesleykbrown@me.com

Hours

Monday - Friday: 9am - 5pm

Saturday: Real Estate Only

Sunday: Real Estate Only


Copyright © 2022 Remnant Financial Partners - All Rights Reserved.

Powered by GoDaddy Website Builder