Let Brooks Capital Strategies take the guess-work out of retirement planning
- 401K / 403B Plans
- Deferred Compensation
- IRAs, Keoghs, Profit-Sharing Plans
- Rollover IRAs
- Roth IRAs
- SIMPLE IRAs
5 out of 5 starsposted 1 year ago
Adam Brooks and Brooks Capitol Strategies understands that every client is unique, and so also are their financial situation. No cookie-cutter product sales here. We knew this right after our initial no-pressure consultation with them.
They took the time to understand ALL of the things in our lives that are important to us, and came up with very creative options for our financial security. Adam is an excellent listener and communicator.
He is very sympathetic to our specific challenges (there were many). He is one of the most creative and “outside the box” thinkers you will ever encounter. We went in thinking we had “too little-to too late”. Not so!
We are so glad to have Adam on OUR team and highly recommend him and his staff. Thank you Adam!