Reasons to consolidate your retirement accounts

Consolidating your retirement accounts can be a smart financial move Many investors who have changed employers over the years may end up with multiple retirement accounts such as IRAs and 401(k)s. Or, thanks to special promotions that make opening IRAs attractive and easy, you may have IRA funds deposited at several different financial institutions. Managing…

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Estate planning comparison chart

We have compiled a detailed chart illustrating how different aspects of your estate are handled depending on how your estate is setup – without a will, with a will and as a living trust. Read more about Estate Planning here  

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Estate planning options from Brooks Capital Strategies

ESTATE PLANNING:  THE BASICS OVERVIEW/PURPOSE Every estate, regardless of size, requires planning for.  The primary goal of every estate plan is to ensure that the right “stuff” goes to the right people, in the right proportions, at the right time.  Likewise, every person contemplating their estate also must ask the question of who will make…

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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,…

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Jenny Steward Office Manager Brooks Capital Strategies

Jenny Steward has been with Brooks Capital Strategies since February 2004 and has been a great addition to our team. As BCS Office Manager, she processes and tracks all new business, and keeps the office running smoothly and efficiently. Jenny, her husband, and their two children enjoy traveling, camping, and hiking. More recently Jenny has…

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