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.

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Caught in the Middle: The Sandwich Generation

Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

Taking a Team Approach to Retirement Savings

Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.

Steps to Executing an Exit Strategy

Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.

Is a Roth 401(k) Right for You?

An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.

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