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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
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
9 Facts About Social Security
There are things about Social Security that might surprise you.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.