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Experienced & Resourceful

Client Centered

In the past, you may have had "financial planners" offer an investment product to you as a financial solution. Usually, there is more to it than that.

A true financial solution will be a uniquely crafted response to your goals, and have more than just an investment aspect. A true solution is a plan, with the potential to guide you from one phase of life to the next while maintaining financial equilibrium.

As a CERTIFIED FINANCIAL PLANNERpractitioner, Bill provides this kind of multi-aspect planning. In addition to conceiving methods for investment growth, tax reduction and asset protection, he may also plan to help you in other ways.

Tax-favored strategies

If your income, accumulated wealth or real estate portfolio places you in a high tax bracket, Bill can tell you about options for relief. If you are interested in reducing your taxes, these strategies may be worth a look. The key is to find one that is suitable for your objectives.

Client Centered

Creative solutions to long term care decisions

As a Chartered Advisor for Senior Living, Bill has studied financial considerations regarding eldercare issues. He has personally experienced the financial and emotional challenges of eldercare with his own family. With this background, he can help you fund and arrange quality long term care for you and your loved ones.

Would you like to enjoy the confidence that comes with wealth management? Would you like to feel in charge of your financial decisions? Then talk with Bill Brooks. He can help you plan to improve your financial well-being for years to come.