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321 N. 2nd Street
Rogers, AR 72756

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Lee Brooks

(479) 872-8667

 
Behavioral Finance The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World

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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Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

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Retirement Income and the Traditional Portfolio

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Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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At what point can you call a personal vehicle commercial?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate how much of your Social Security benefit may be considered taxable.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Long-Term-Care Protection Strategies

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

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.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Real Cost of a Vacation Home

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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