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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Marriage changes everything, including your insurance needs.
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Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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
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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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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.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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See how much you may need to save now to cover future college costs for your child.
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Compare the long-term financial outcomes of renting versus buying a home.
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Surprises
Making the most of surprises is a great reason to work with us.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.