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 28 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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Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Why are they made again and again? Making sense of these errors in judgement.
Term insurance is the simplest form of life insurance. Here's how it works.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Lifestyle considerations in creating your retirement portfolio.
Retirees traveling abroad need to know that their health insurance travels with them.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn about cyber liability insurance in this entertaining video.
Peer-to-peer payment apps are one of the newest ways to send money.
For women, retirement strategy is a long race. It’s helpful to know the route.