Let’s Plan the Retirement

You’ll Truly Enjoy.

Connect with Health Meets Wealth Advisors through calls, secure messages, or client check-ins to simplify your retirement planning.

Schedule a call

Real retirement planning is about more than numbers—it’s about living well.

We believe your financial plan should support both your wealth and your wellness, so you can enjoy the freedom, energy, and confidence you’ve worked hard to achieve.

That’s why every conversation with us is designed to be simple, stress-free, and focused on you. Whether you’re ready to map out your first plan, want a second opinion, or just have a quick question, we’ll meet you where you are.

We serve clients across Florida and nationwide, and no matter how you reach out, you’ll always walk away with clear next steps.

Let’s make this easy—choose what works best for you:

Schedule a call, send a secure message, or for clients, book a check-in to plan your retirement with clarity and ease.

Schedule a call

Send a secure message

Schedule a check-in

Contact

bbrown@healthmeetwealth.com

(561) 316-9455

Address

14161 US Highway 1, Juno Beach, Florida 33408, United States

*Health Meets Wealth Advisors does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth and Health Meets Wealth Advisors are not affiliated companies.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

ARE-19232 | 26360 | 09/2025