Comprehensive Services
Brooks Financial Planning is a financial planning and Registered Investment Advisory firm headquartered in Colorado Springs, Colorado. As Fee-Only advisors, we work solely for our clients: all potential conflicts of interest regarding compensation are removed. We are focused on helping you to achieve your goals.
Our clients have the flexibility to engage us on either a one-time, as needed or ongoing basis. We work with individuals and families at many stages of their lives. Whether you are building assets for the future – or are seeking to protect, enjoy and pass on those assets you already have – Brooks Financial Planning can help you along the path to your goals.
Today is always the best time to begin your plan to help you reach your 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
We seek to empower clients to make the best financial decisions possible.
And for those of you who want an alternative to the comprehensive financial planning services we offer, we have created the Right Track Review©, a two-hour program designed to give you a concise picture of current financial situation and how it relates to your short- and long-term goals.
