Brooks Financial Services, LLC is a full-service financial management company ranging from investment and retirement planning to risk management and estate conservation. Good financial decisions don't have to be confusing. For more than 28 years I have assisted individuals, families, and small businesses achieve their financial goals.
Whether you're just getting started, planning for college or changing jobs, I develop a comprehensive, cohesive financial strategy that fits your unique needs and enables you to meet both short- and long-term objectives. On this website you'll find a variety of financial tools, calculators and education material to give you a clearer picture of where you stand and where you're headed.
Whether you're just getting started, planning for college or changing jobs, I develop a comprehensive, cohesive financial strategy that fits your unique needs and enables you to meet both short- and long-term objectives. On this website you'll find a variety of financial tools, calculators and education material to give you a clearer picture of where you stand and where you're headed.
Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
After graduating from Gardendale High School in 1985, I earned a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama. I launched my career in financial services in 1993. I founded Brooks. Cassie grew up in Dothan, AL. She moved to the Gardendale area in 1996 and has been recognized as Gardendale's Own, an award presented to an individual who has brought positive recognition to the City of Gardendale.
Our focus is based on three Cornerstones tailored to your unique financial needs. We work with you to create a realistic financial strategy for today to help ensure the growth and protection of your wealth for the future. Our approach to managing your nest egg is disciplined, structured, and academic.
Before discussing numbers, we help you determine where you'd like to go, what you'd like to do, and where you'd like to be in the years to come. We share our investment philosophy, discuss asset allocation, portfolio rebalancing, and further define your risk tolerance and time horizon for investing.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews
Be the first to review Brooks Financial Services.
Write a Review
