What Makes Brooks Capital Strategies Unique
Our Client Focus
Our focus at Brooks Capital Strategies is on our client’s goals, interests, and objectives. As part of our Process we help our clients identify issues of prime importance. As our client, Brooks Capital Strategies then guides you in managing the process to effectively pursue your goals and objectives and strive to satisfy your financial needs. To ensure that each of our clients receive optimal attention, we limit the number of clients that we accept each year.
We are here to help our clients solve problems and pursue their financial goals and objectives. At Brooks Capital Strategies we strive to accomplish this through a highly personalized process of identifying goals, analyzing current programs, researching available options, and developing long-range financial plans. We have access to a diverse portfolio of financial products and services.
Brooks Capital Strategies is a registered investment advisor, licensed in the state of Oregon, providing comprehensive financial planning services to our clients. We have established a network of experts, including CPAs, attorneys, real estate professionals, investment professionals, and mortgage brokers, qualified to represent our clients as needed.
Our Financial Planners are each experts in particular fields of Comprehensive Financial Planning, including planning for Retirement / Financial Independence, Estates, Investments, Business (executive compensation packages, fringe benefits, and business succession), Education Funding, Risk Management/Insurance, and Income Tax.
We are always ready to address your concerns, answer your questions, and put you at ease, all while focusing efforts on helping you achieve your goals and objectives.
Click the images below to read more about our staff and planners.