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:

• 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

We seek to empower clients to make the best financial decisions possible.

Copyright ©2005 - 2008 Brooks Financial Planning - All rights reserved.