Brooks Financial Planning is a financial planning and Registered Investment Advisory firm headquartered in Colorado Springs, Colorado. The firm specializes in providing fee-only hourly planning services and investment advice to individuals and families. Brooks Financial Planning works solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed. We work with people from all walks of life, providing "Fee-Only financial planning and advice for everyday life". Clients have the flexibility to engage us on either a one-time, as needed or ongoing basis. Today is always the best time to begin. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those assets you already have - Brooks Financial Planning can help you along the path to your goals. Your financial objectives may be to: Ensure retirement income Reduce taxes Minimize the effects of inflation Create and preserve personal wealth Maximize wealth transfer Establish charitable legacies Reduce risk of financially devastating events Foster peace of mind through proper planning To help you reach these important goals our services include: Personal Financial Planning Retirement Planning Strategies Cash Flow Planning College Funding Advice Stock Option Advice Lump Sum Distribution Advice Asset Management Assistance Life and Disability Insurance Needs Analysis Second Opinion of Investments or Current Plan Corporate Employee Financial Education Seminars on timely issues of financial concern Through the advantages of professional, Fee-Only planning, we seek to empower clients to make the best financial decisions possible.
View Top Employees from Brooks Financial PlanningWebsite | http://www.brooksfinancialplanning.com |
Revenue | $437000 |
Employees | 1 (1 on RocketReach) |
Address | 34 S Sierra Madre St, Colorado Springs, Colorado 80903, US |
Phone | (719) 492-1833 |
Industry | Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Brooks Financial Planning annual revenue was $437000 in 2024.
1 people are employed at Brooks Financial Planning.
Brooks Financial Planning is based in Colorado Springs, Colorado.
The NAICS codes for Brooks Financial Planning are [523, 5239, 52393, 52].
The SIC codes for Brooks Financial Planning are [62, 628].