At the heart of each client relationship at Brooke & Schafer is a customized investment strategy that is tailored to meet your specific financial goals based on your individual risk tolerance. Our comprehensive approach to managing your wealth gives your family the security that comes with knowing you have planned financially for every stage of life.
A company retirement plan is often the largest pool of money most employees will accumulate in their lives. As a business owner, you may find yourself asking, “Am I doing enough?” or “Do I have the best retirement plan for my company?” At Brooke & Schafer, we help you answer those difficult questions.
We understand what it means to be in business for yourself, but not necessarily by yourself. You demand the independence to run your business in a way that best meets the needs of your clients and the goals for your practice. With Brooke & Schafer you can focus on what you do best: developing client relationships, gathering assets, and building your business, while we focus on what we do best – supporting you.
This communication is strictly intended for individuals residing in the states of FL, GA, KY, OH, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
Securities offered through Cambridge Investment Research, Inc., A Broker Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.
Brooke & Schafer, LLC is independent of Cambridge.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Brooke & Schafer, LLC. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
Copyright © 2021 Brooke & Schafer LLC, Wealth Management Advisors