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321 N. 2nd Street
Rogers, AR 72756

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Lee Brooks

(479) 872-8667

 
Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance

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.

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Replacing Your Medicare Card

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Inflation - Back to the Future

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The Half Million Dollar Baby

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Fallen Tree Damage—Who Pays?

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Social Security: The Elephant in the Room

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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An amusing and whimsical look at behavioral finance best practices for investors.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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