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