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.
To receive emails about investing strategies, financial updates, money management tips and more click here.
Helpful Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?