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Brooks Financial Services, LLC

 
925 Sharit Avenue, Suite 201
Gardendale, Alabama 35071
205.631.1815
 

Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

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.

To receive emails about investing strategies, financial updates, money management tips and more click here.

Helpful Content

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Saving for College 101

Here’s a crash course on saving for college.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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