What Sets Me Apart, and Why I Believe I Can Help You

I know you have plenty of options when it comes to financial advisors. Let’s face it, we’re not exactly an endangered species. But retirement is a huge decision, and choosing the right person to guide you through it is critical. So, you might be wondering, “What makes this guy different?” and “Why should I trust him with my hard-earned nest egg?”.

• Independent & Conflict-Free Advice – Brooks Wealth Management is a 100% independent firm, meaning there are no hidden agendas, no commissions, and no pressure to sell financial products. Every recommendation is made with one goal in mind—what’s best for you.
• Education – I am a Certified Financial Planner™ (CFP®), a Certified Estate and Trust Specialist (CES™), and Certified in Social Security and Medicare (CSS™). All this means to my family and friends is that I spent way too much time buried in textbooks and prepping for exams over the years! But for my clients, it means they can rest assured knowing they’re working with someone who’s fully dedicated to helping them achieve their retirement goals with expertise in financial planning, estate management, Social Security optimization, and retirement income strategies.
• Complimentary Initial Financial Planning – I want you to see if we’re a good fit, so I offer a complimentary initial financial plan. It costs you nothing but a little of your time and transparency, and together, we’ll lay the foundation for a strategy that will guide you toward your financial goals.

If you’re interested in my professional credentials, industry recognitions, and affiliations, I encourage you to visit this link: Recognitions & Affiliations

Who I Work Best With

I know I’m not the right advisor for everyone—and that’s okay. My approach is built for people who want clear, conflict-free advice and a real plan for retirement, not sales pitches or get-rich-quick ideas.

✅ Retirees and those preparing for retirement – If you’re looking for guidance on investing wisely, lowering taxes, maximizing Social Security, and creating a steady income in retirement, we may be a great fit.
✅ People who value strategy over speculation – If you want a smart, long-term financial plan instead of chasing the latest stock tips, I can help you build a sustainable and tax-efficient retirement.
✅ Those who want a trusted partner, not a salesperson – I don’t sell financial products or earn commissions. My only job is to help you make the best decisions for your future.
✅ People who want to plan for more than just themselves – Whether you’re thinking about your spouse, your children, or charitable giving, I help ensure your money is used in the way that matters most to you.

If that sounds like you, let’s talk. Your first financial plan is completely free, because I believe financial planning should start with trust—not a price tag.