Broker Check

2629 Plaza Parkway, Suite A-2
Wichita Falls, TX 76308
(940) 691-6669

Protect & Preserve Wealth

At Brooks Financial Services we help you Protect and Preserve your wealth by providing a unique Comprehensive Wealth Management approach.

To help you Protect and Preserve Wealth we examine three areas:

  • Your overall Investment Plan with an Emphasis on Risk Management Issues through Asset Allocation and Diversification Management
  • Your overall Insurance Plan, including your Life, Disability, Long Term Care and Liability Insurance for its Adequacy, Appropriateness, and Cost Effectiveness
  • Your overall Tax Sensitivity Feelings Reflected in your Investment portfolio