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.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Three important factors when it comes to your financial life.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Four vacation destinations you might never have thought of.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
$1 million in a diversified portfolio could help finance part of your retirement.
Peer-to-peer payment apps are one of the newest ways to send money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.