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 review 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.
Of course, planning your financial future can be intimidating.
Luckily, you don't have to do it alone. We 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 Web site as a resource, and do not hesitate
to contact
us for
additional information or to schedule a meeting. Thank you
for your interest.
Jason E. Brooks is
an agent licensed to sell insurance through New York Life
and may be licensed with various other independent unaffiliated
insurance companies in the states of AZ,CA (CA Ins.Lic.#0B87061),CO,FL,IL,IA,IN,KS,MD,MI,MN,NC,NJ,NY,NV,OH,OR,PA,SC,TN,TX,VA,VT,WA,WI.
No insurance business may be conducted outside of these states.
Jason E. Brooks is a Registered Representative of and
offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer (2000 Town
Center; Southfield, MI 48075; (248)352-0620). In this regard,
this communication is strictly intended for individuals residing
in the states of CA,FL,IA,IL,IN,MD,MI,MN,NC,NJ,NY,OH,OR,PA,TX,VT,WI.
No offers may be made or accepted from any resident outside
these specific states referenced.
Brooks
Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.
Jason E. Brooks is also separately registered as an
investment adviser representative ("IAR"), under Eagle Strategies
Corp., a Registered Investment Adviser, offering advisory
services in the states of CA,FL,IL,IA,IN,MD,MI,NJ,NY,NC,OH,OR,PA,VT,WI.
As such, these services are strictly intended for individuals
residing in these states.
