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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Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Five phases to changing unhealthy behaviors.
What’s the deal with your yearly free credit report?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Good employee health can be great for the company’s bottom line.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Around the country, attitudes about retirement are shifting.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.