Brooks Financial specializes in Insurance Planning, Wealth Management, and Employee Benefits.
Since 1961, Brooks Financial has remained true to three core ideals...to 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.
Achieving your long-term financial goals, both personal and corporate, starts with a clear plan.
Who We Are
Built upon heritage and a strong work ethic, Brooks Financial has been assisting clients since 1961.
What We Do
Brooks Financial helps individuals and businesses build, protect, and manage their financial futures through personalized planning and strategic guidance.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
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