Here’s our story. We look forward to hearing yours.
Successful Retirement’s mission is to help reduce your fear about your financial future and give you added confidence that you can have the successful retirement you’ve earned. Our primary areas of focus are financial management and retirement income planning.
President and CEO
Jack Browne is an Investment Adviser Representative whose philosophy is to treat every client like he treats his mother.
Jack has more than 25 years of experience as a Certified Public Accountant. He started his career with the Big Four public accounting firm Deloitte & Touche, where he served clients such as Coca-Cola Enterprises, Global Payments, McKesson, Aladdin Mills, London Bridge and LinPac. After leaving public accounting, Jack held senior leadership positions at Official Payments Holdings, CheckFree Corporation, DataPath and Prommis Solutions. While at Official Payments, he managed more than $40 million of corporate cash accounts as the treasurer and corporate controller.
Jack earned a Bachelor of Science in management from Georgia Institute of Technology. He is licensed to sell both life insurance and variable products that are used alongside investments to help individuals and families plan their financial futures.
Jack holds memberships with several professional organizations, including the American Institute of Certified Public Accountants; the Georgia Society of Certified Public Accountants; the Million Dollar Round Table, of which he is among the organization’s Top of the Table designees; the Atlanta Chapter of NAIFA; and the Gwinnett County Chamber of Commerce. An experienced professional in the financial field, Jack has been interviewed on Fox News, CBS Atlanta Plugged In, Fox 5 and Atlanta Business Break.
Outside of the office, Jack enjoys golf, home remodeling, traveling and reading. An advocate for the arts, he also serves as chairman of the board for Performing Arts North. Jack and his wife have two great kids and a dog.
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 770-641-7771 today!
Top of the Table is an additional membership organization within MDRT. In addition to MDRT membership, qualifying criteria for membership includes attaining a higher level of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. In addition to fulfilling MDRT membership requirements, Top of the Table membership requirements include payment of additional dues. Top of the Table and RWA are not affiliated.
Have Questions for Successful Retirement?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.