Brookwood Advisors provides personalized financial planning for its clients. Our comprehensive and holistic planning process incorporates all aspects of one’s finances into a personalized playbook. This playbook provides a map for both the implementation and monitoring of our recommendations.
Service Offerings:
– Budget and Cashflow Planning
– Risk Management
– Retirement Planning
– Asset Allocation
– Education Funding Analysis
– Estate Planning Analysis
– Tax Planning
No strategy assures success or guarantees against loss. Investing involves risk including possible loss of principal.
Securities offered through LPL Financial, member FINRA / SIPC Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Brookwood Advisors are separate entities from LPL Financial The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, NC, WA, NY, TX, FL