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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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding how a stock works is key to understanding your investments.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The latest trends in travel reflect a rich menu of exciting new possibilities.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?