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Brooks Financial specializes in Insurance Planning, Wealth Management*, and Employee Benefits.

Since 1961, the professionals at Brooks Financial have remained true to three core help our clients define their corporate and personal financial goals, to design creative solutions to achieve them, and to maintain our client relationships by providing extraordinary customer service.

As with most other things in life, the key to achieving your corporate and personal long-term financial objectives is planning. Your corporate goal may be to structure your buy-sell funding, control the cost of your employee benefits package, or review your retirement funding. Your personal goal may be to protect your family during your working years, fund your children's college education, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start. Brooks Financial is here to help.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We at Brooks Financial are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest in Brooks Financial.

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Jason Brooks is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0B87061), CO, FL, IA, IL, IN, MD, ME, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VT, and WA. No insurance business may be conducted outside the states referenced.

Jason Brooks is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 30600 Northwestern Hwy Ste 200, Farmington Hills, MI, 48334, 248-785-5200. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CT, FL, IA, ID, IL, IN, MD, MI, MN, NC, NJ, NY, OH, OR, PA, TX, VT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Jason Brooks is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, FL, IA, ID, IL, IN, MD, MI, MN, NC, NJ, NY, OH, OR, PA, VT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Brooks Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Brooks Financial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​