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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

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Here are six flags that may make your tax return prime for an IRS audit.

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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.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.