With a written financial plan, you can focus on the important issues that affect you and your family. It is a road map for your finances. Areas covered in the plan may include all or some of the following:

* Net Worth Statement
* Future Value of Assets Analysis
* Retirement Income Analysis
* Asset Allocation Model
* Education Funding Analysis
* Lump Sum Versus Rollover Analysis
* Estate Plan Analysis
* Insurance Needs Analysis
* Suitablity of Current Investments
* and Current Fund Comparisons

At Brookstreet Securities Corporation, you will be assigned a personal financial planner who will guide you through the process. Your plan will be completed by a Chartered Retirement Planning Counselor who is also licensed in the fields of Securities and Insurance. Your planner will help you focus on the important issues, provide a dispassionate viewpoint, and follow through once it is complete. We help you develop goals and can help motivate you toward completion of the plan. Although the process requires detailed numbers, in many cases we can take the time consuming and tedious burden off your back to ensure a workable plan. It is important that the numbers are organized and assigned to the proper areas of your life. It is our job to determine the correct assignements for such numbers, you only have to give us the data requested. Also, you will not be asked to learn any financial planning terminology, although we will be happy to educate you when we review the completed plan.

All plans are presented in a leather bound binder. Annual updates are available and recommended.

There is no obligation to transfer assets, although we can assist you with this if requested. Our goal is to provide you with a workable plan. It can represent your financial road map and / or a second opinion to your current strategy. All information will be held confidential and will not be shared with any person or entity outside of Brookstreet Securities Corporation.

To begin, please click here to email us. Please include your name and phone numbers (both day and evening) and the best time to call you. Or, you can call us at 1-TOOLS2RETIRE.

Thank you for your interest.






New Contents (if you want to modify what is on your live web site, put it here and save below): NOTICE: For Securities Professionals and Registered Representatives. We are receiving numerous inquiries every month from across the U.S. regarding retirement planning issues. To expidite such requests in a quick and proficient manner, we are currently accepting the applications of qualified registered representatives. If you are a licensed securities / insurance professional and interested in assisting people with retirement planning, please call us at 254-776-5310 to discuss the specifics. To receive the referrals from us, you must meet our minmal requirements and submit a resume. Only the most qualified persons will be offered such referrals. Please, no part-time representatives or wirehouse stockbrokers. S-6 securities license is not acceptable, only S-7. Clean records are a must and your broker/dealer affiliation is a none issue. Suppress carriage returns in the text above from displaying on my web site. (Use this if you are copying in html code from FrontPage or another web page editor.)