Brooks Financial Services, LLC is a full-service financial management company ranging from investment and retirement planning to risk management and estate conservation.
Good financial decisions don't have to be confusing. For more than 25 years I have assisted individuals, families, and small businesses achieve their financial goals.
Whether you’re just getting started, planning for college or changing jobs, I develop a comprehensive, cohesive financial strategy that fits your unique needs and enables you to meet both short- and long-term objectives.
On this website you'll find a variety of financial tools, calculators and education material to give you a clearer picture of where you stand and where you're headed.
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Helpful Content
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.