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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All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Building wealth requires protection from the forces of wealth destruction.
How literate are you when it comes to your finances? Brush up with these five basics.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Earnings season can move markets. What is it and why is it important?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.