Preparing for one’s next step in life isn’t always easy. Brooks’ combination of experience, professionalism and access to a wide range of products and services helps clients meet their financial goals, estate strategies and insurance needs. Whether their objectives include preparing for milestone life events like retirement or college, or they’re simply seeking life, disability income or long-term care insurance protection, Brooks promises a level of attention, insight and capability.

Brooks offers a broad portfolio of individual insurance protection, asset accumulation strategies and financial products and services for high-net-worth families, businesses and institutions.