Brooks Capital Strategies

A Registered Investment Adviser in Bend, Oregon

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541-330-6411 / 877-330-6411

  • About Brooks Capital Strategies
  • Financial Services
    • Financial Planning
    • Financial Strategies
    • Retirement Vehicles
    • Tax Planning
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Estate Planning Comparison Chart

January 7, 2016 by Adam Brooks

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   … [Read more...]

Filed Under: Financial Planning, Tax Planning Tagged With: Estate Planning, living trust, living will, power of attorney, will

Estate Planning

January 7, 2016 by Adam Brooks

Estate Planning

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 … [Read more...]

Filed Under: Financial Planning, Tax Planning Tagged With: Estate Planning, living trust, living will, power of attorney, will

Services

  • Financial Planning
  • Financial Strategies
  • Retirement Vehicles
  • Tax Planning
  • Account Login

Financial Articles from BCS

7 Ways to Help Cut College Costs

7 Ways to Help Cut College Costs

Parents may assume they earn too much to qualify for financial aid. However, there are a number of strategies that even … [Read More...]

How Parent & Child Assets Impact Financial Aid Packages

How Parent & Child Assets Impact Financial Aid Packages

Parents with big investments and home equity generally find it harder to get financial aid for their college-bound … [Read More...]

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Contact BCS today! OR Click to Call

About Brooks Capital Strategies

Adam Brooks Certified Investment Advisor in Bend Oregon
Why should you trust BCS with your financial future? Read more about us and find out.

Reviews of BCS

Darryl Dman Henderson
Darryl Dman Henderson

5 out of 5 stars

posted 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!

Contact Us

Office - click for directions
360 SW Powerhouse Drive, Suite 310
Bend, OR 97702

T: 541-330-6411 or 877-330-6411
E: brooks@brookscs.com F: 541-382-0325

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