Jason Browne

Design and Manage Strategic and Tactical Investment Portfolios: -Tailored to each client’s goals and preferences -Designed to manage risk and meet long-term objectives -Adapted to align with current market trends and conditions ​ Comprehensive or Modular Financial Planning: -Retirement Planning -Budgeting / Saving and Debt Analysis -Education Savings -Basic Estate Analysis -Charitable Gifting -Insurance Needs Analysis ​ Small Business Consulting Services: -Retirement Plan Design and Management -Employee Benefits -Succession Planning ​ We treat clients like family. Investing is personal and it is an honor to earn our clients trust every day. Please note that current regulatory policy does not allow us to receive testimonials of any kind. While we appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance. This is the official Alexis Investment Partners, LLC [insert social media channel]. Postings considered by the facilitator to be inappropriate will be removed and the fan blocked from future use. Information shared from third party sources are for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Alexis Investment Partners, LLC believes information derived from third party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual Results, performance or events may differ materially from those expressed or implied in such statements. Past performance is no guarantee of future results.