Upcoming Events

Upcoming client and consumer events.

Workshops designed to help you get the most out of retirement!

Upcoming Events

Hot Topics for Retirees

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Social Security

While maximizing Social Security benefits may seem like a simple task, coordinating those benefits to minimize taxes is more complex.

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Lifetime Income

As a society we are living longer.  Managing investment and savings risk may be detrimental to your success in retirement.

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Medicare Supplements

In the everchanging world of healthcare, choosing the the right supplement plan can seem like a daunting task.

At Brookstone we offer the universe of investment options and solutions. Unlike the large wirehouses that may sell from inventory or recieve kickbacks from the funds they offer, our advice is independednt and unbiased. As dually licensed Registered Representatives and Investment Advisor Representatives, we offer traditional brokerage solutions, fee based financial planning, and seperatly managed accounts. Our unbiased holistic approach to retirement planning provides our clients with a clear roadmap to their financial future.  Sleep easy at night knowing you’re in good hands.
Unlike captive agenices that may offer limited lines of Insurance and Annuity products, at Brookstone we are constantly shopping to provide the “best of class” to our clients.  These days there are countless insurance sales people disquised as financial planners pushing life insurance and annuity products.  Our team of professionals is dedicated to solving problems…not pushing products.  We focus on educating our clients on the complexities in the life insurance and annuity world priior to providing recomendations on suitable insurance solutions.
Individuals aging into Medicare will face some of the most complex healthcare decisions of their life. Understanding if a Medicare Supplement or Advantage Plan is right for you, requires having an advocate on your side. The experienced Senior Health Services Team at Brookstone Financial can help guide you through the decision making process. After conducting a thorough needs-based analysis, your Brookstone Medicare specialist will make recommendations based upon your unique situation. Call Brookstone Financial today!

Client And Community Events

We’ve built a business around servicing clients. At Brookstone Financial our clients are an extension of the family. Every year we host fun-filled community and client events to deepen our relationships. While some events are designed for clients only, others are designed to bring a  friend or family member.  Whether it’s a day at the Zoo, or a trip out to the driving or shooting range, our events are designed with the client in mind.