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2629 Plaza Parkway, Suite A-2
Wichita Falls, TX 76308
(940) 691-6669
kbrooks@1stallied.com

Your Financial Future

Brooks Financial Services is an independently owned financial consulting firm. Kevin L. Brooks is a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER TM with thirty years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

Whether you are already enjoying your retirement, just starting to save for your future, or are a seasoned investor, Brooks Financial Services has the financial management experience to direct you towards reaching your objectives.

We also offer financial and investment services through First Allied Securities to individuals or business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.

Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.