Adam Brooks specializes in comprehensive financial planning, focusing on Estates, Risk Management, Wealth Management, Education Funding, Business Succession, and Tax Planning at Brooks Capital Strategies.
At Brooks Capital Strategies we think of ways that could make your financial life better and then we act on them.
Adam is many things: loving father to two children, supportive husband, volunteer at his local Christian Church, established fisherman, CERTIFIED FINANCIAL PLANNER™ professional, and close friend to many here in Bend, Oregon.
Adam’s strong work ethic, caring of each individual’s personal financial future, along with his long list of hobbies, make him a person that people want to be around.
What I do for a living
I am often asked what I do for a living; specifically, as there are many people who refer to themselves as a “Financial Advisor”. So, I wanted to clarify this.
As I coached my kids athletic teams, I reflected on the fact that what I do for clients is very similar, it is just in a different area of their lives.
In a nutshell, I am a coach and I help my clients make the best decisions available to them in order to optimize their wealth and their lives.
Specifically, my team and I help our clients identify and implement strategic solutions available to them that enable them to keep more of what they’re earning, conserve and protect those assets, and then to eventually distribute their assets to whom they want, while reducing taxation and complexity. We help them eliminate the dangers they have, maximize their strengths and capture opportunities that they have so that they can live the life they want.
– Adam Brooks