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Last updated: Over a year ago
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Financial Planning
About Brookstone Wealth Management
We started Brookstone Wealth Management to allow us to be a comprehensive resource for our baby boomer clients. We are here to educate and guide our clients along a path toward true financial indepen Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Email address:
josh@brookstonewealthmanagement.com
We started Brookstone Wealth Management to allow us to be a comprehensive resource for our baby boomer clients. We are here to educate and guide our clients along a path toward true financial independence. We are retirement income planning specialists. By understanding your entire financial picture we help to build a game plan to address your financial goals.
Do we have enough to live comfortably? How are we going to spend retirement? Are we properly protected if a crisis strikes? Are we going to be okay? These are the questions we help our clients to answer every day.
Services:
Financial Planning, Retirement Income Planning, Social Security Optimization Strategies, Business Owner Planning, Buy/Sell Agreements and Funding, College Planing, Estate Planning, Medicaid Planning, Investments, Insurance