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 30 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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Helpful Content
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.