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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What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Smart investors take the time to separate emotion from fact.
Here is a quick history of the Federal Reserve and an overview of what it does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.