Who We Are?
Scott Brooks started teaching retirement education classes in 1998 at Mizzou. Since then his team has helped hundreds of clients plan their retirement, arrange for their long-term care needs, and leave a legacy behind for their heirs.
Our key focus is helping those nearing retirement understand and prepare for retirement.
What We Do?
Our underlying retirement planning philosophy is Losses Hurt you More than Gains Help you™.
It’s not enough to simply leave your money in the stock market and hope that the next 50% draw-down doesn’t hit right when you are planning to retire.
The most critical element to a successful retirement is your ability to have income for life. Our goal-based financial planning process is designed to help you obtain the income you need in order to meet the goals you have set for your retirement.
How We Help?
The lessons of over 60 years of combined experience are available to you for FREE by attending one of our retirement classes.
Finding creative ways to protect and grow the assets of our clients is our passion. We especially enjoy helping each new client piece together their retirement “puzzle.” Our specialty is creating an investment strategy that maximizes growth and income based upon your investment objectives and risk tolerance.
FREE Retirement Resources
