Wealth Management

Elderly couple walking along the beach


Financial Planning*

Individual Retirement Accounts

Retirement Funding

  • SIMPLE IRA Plans

  • 401(k) Plans

  • 403(b) Plans

  • SEP Plans

529 Higher Education Savings Plans**

Mutual Funds**

Money Management Platforms including

  • Mutual Fund Wrap Accounts

  • Unified Managed Accounts

  • Separately Managed Accounts

Disclosure

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.​