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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

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