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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
For many, retirement includes contributing their time and talents to an organization in need.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
What is your plan for health care during retirement?
How do the markets usually react to elections? Was the 2016 election any different?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.