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.
Helpful Content
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Debt Stress
There’s a link between debt and stress.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Markets React
When markets shift, experienced investors stick to their strategy.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.