At the heart of each client relationship at Brooke & Schafer is a customized investment strategy that is tailored to meet your specific financial goals based on your individual risk tolerance. Our comprehensive approach to managing your wealth gives your family the security that comes with knowing you have planned financially for every stage of life.
A company retirement plan is often the largest pool of money most employees will accumulate in their lives. As a business owner, you may find yourself asking, "Am I doing enough?" or "Do I have the best retirement plan for my company?" At Brooke & Schafer, we help you answer those difficult questions.
A company retirement plan is often the largest pool of money most employees will accumulate in their lives. As a business owner, you may find yourself asking, "Am I doing enough?" or "Do I have the best retirement plan for my company?" At Brooke & Schafer, we help you answer those difficult questions.
Services
Brooke & Schafer, LLC offers experience you can trust. We have been advising individuals and small business owners since 1978. We create retirement plans, offer customized financial advice, and manage portfolios for a relatively small, but highly valued, list of clients. Our fee-based business model is designed with the best interests of our clients in mind.
At the heart of each client relationship at Brooke & Schafer is a customized investment strategy that is tailored to meet your specific financial goals based on your individual risk tolerance. Our comprehensive approach to managing your wealth gives your family the security that comes with knowing you have planned financially for every stage of life.
With so many people approaching their senior years, proper financial planning that relates to eldercare has become critical. Experience has shown that it can be overwhelming to think through the endless details, and many people aren't sure where to get reputable information. At Brooke & Schafer, our goal is to supply people with information they can use to make wise financial decisions about eldercare.
A company retirement plan is often the largest pool of money most employees will accumulate in their lives. As a business owner, you may find yourself asking, "Am I doing enough?" or "Do I have the best retirement plan for my company?" At Brooke & Schafer, we help you answer those difficult questions.
We understand what it means to be in business for yourself, but not necessarily by yourself. You demand the independence to run your business in a way that best meets the needs of your clients and the goals for your practice. With Brooke & Schafer you can focus on what you do best: developing client relationships, gathering assets, and building your business, while we focus on what we do best - supporting you.
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