Brooks Financial

Brooks Financial specializes in Insurance Planning, Wealth Management, and Employee Benefits. 

Since 1961, the professionals at Brooks Financial have remained true to three core ideals...to help our clients define their corporate and personal financial goals, to design creative solutions to achieve them, and to maintain our client relationships by providing extraordinary customer service.

As with most other things in life, the key to achieving your corporate and personal long-term financial objectives is planning. Your corporate goal may be to structure your buy-sell funding, control the cost of your employee benefits package, or review your retirement funding.  Your personal goal may be to protect your family during your working years, fund your children's college education, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.  Brooks Financial is here to help.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We at Brooks Financial are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Website as a resource, and do not hesitate to
contact us
for additional information or to schedule a meeting. Thank you for your interest in Brooks Financial.

Current Retirement Savings

Are my current retirement savings sufficient?

Life Insurance

How much Life Insurance do I need?

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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

Find out how and why mergers and acquisitions take place (and why they matter to investors).

Steps to Help Lower Capital Gains Taxes

Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.

Protection to Help Your Family

Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.

Avoiding Probate with a Transfer-on-Death Deed

Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.

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