Brooke Martin is a financial professional with a passion for guiding you towards a successful financial future. She have over a decade of industry experience and knowledge to help you confidently navigate financial decision-making.
Brooke will work side-by-side with you to build a comprehensive financial plan through:
- Goal Settling
- Budgeting
- Risk Management
- Tax Planning
- Investment Strategies
Brooke's Planning Services include:
Retirement Planning
- IRA rollover services
- 401(k) transition services
- Income planning/cash flow analysis
- Asset positioning
Education Planning
- 529 plan management
- Custodial account management
Business Planning
- Employer-sponsored insurance plan management
- Staff education and advice
Investment Services
- Goal-based analysis
- Asset allocation reviews
- Risk evaluations
- Consistent monitoring/reviews
Estate Planning
- Will and trust education
- Legal references
It's never too early to start planning for the future!
