
Brooks Kickhamemail
Synergy Wealth Solutions
Chesterfield, MO 63017-4689
Professional Story
The road to financial stability can seem complicated, time consuming, and difficult - and perhaps even a bit overwhelming at times. I am committed to working with you to monitor your progress and help ensure you are on track to achieving your goals.
Whether you are preparing for a milestone life event - such as retirement or the sale of a business - or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.
Are you getting the most out of your current financial plan? As your financial advisor, it’s my responsibility to ensure you are fully aware of strategies for wealth management, retirement planning, tax efficiency, estate planning, and risk management. If these critical topics aren’t being addressed, it might be time for a change.
I’m Brooks Kickham, owner of Elite Financial Solutions LLC, based in Chesterfield, Missouri. With over 23 years of experience in the financial industry, my commitment to personalized, client-focused service ensures that your financial future is secure, allowing you to focus on what truly matters in your life.
Schedule a Complimentary Consultation
Take the first step towards achieving your financial goals by scheduling a complimentary consultation with me. We’ll review your current financial situation, discuss your goals, and identify areas where you can optimize your financial strategy.
Contact me here - https://www.elitefinancialsolutionsllc.com/location.htm
Why Choose Brooks Kickham?
If your current advisor isn’t providing the proactive, comprehensive advice you deserve, it’s time to explore new options. Here’s what you can expect when working with me:
Expertise and Experience: As a 3rd generation financial professional, I hold professional designations including Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC®), Certified Fund Specialist (CFS®), Chartered Life Underwriter (CLU®), Certified Family Business Specialist (CFBS®), and Certified in Long-Term Care (CLTC).
My strong background in finance allows me to offer the expertise needed to navigate complex financial landscapes.
Personalized Approach: Your financial plan will be as unique as you are, crafted to meet your specific goals and circumstances.
Commitment to Excellence: My client-focused philosophy ensures you receive the highest level of service and dedication.
Education
University of Missouri - Columbia (1998-2002)
Hobbies
Tennis, pickleball, hiking, reading, cycling
Languages: English
Credentials: ChFC®, CLU®, CFBS, CLTC, CFS, AIF®
Specialties:Insurance Strategies, Investment Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, LGBTQ, Financial Planning
Check the background of this investment professional on FINRA's BrokerCheck