Gain from an independent perspective.
Brooks Investment Group, Inc. is an independently owned financial consulting firm with more than 18 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 just starting to save for your future, or are a seasoned investor, Brooks Investment Group, Inc. has the financial management experience to direct you towards pursuing your objectives. We also offer financial and investment services through First Allied Securities, Inc. to 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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
How long does a $20 bill last?
How literate are you when it comes to your finances? Brush up with these five basics.
Try these activities to keep your brain sharp.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.
When you retire, how will you treat your next chapter?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.