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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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn how to address the challenges that women face when planning for retirement.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A windfall from a loved one can be both rewarding and complicated.
Learn about the latest sport to sweep the nation with this informative article.
To choose a plan, it’s important to ask yourself four key questions.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
All about how missing the best market days (or the worst!) might affect your portfolio.
It’s never a bad time to speak with your financial professional about changes in your situation.