Retirement Well Planned

Retirement planning has generally been considered to be a daunting task. Just as we once used road maps and now use GPS, we now have tools available that can easily alert you to potential obstacles, guide you around bottlenecks and give you the best routes.

On your retirement path, we will help you to identify and understand the opportunities and potential rewards that are available when you take a proactive approach to your personal retirement situation. We have created this website and this business to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

We look at three critical areas: Income Planning, Investment Management and Milepost Planning. In addition, we realize that many of our clients need professional counsel for estate planning, tax preparation and long term care planning.

Elderly couple driving a red convertible.

Income Planning

Income planning is where the rubber meets the road! During your first meeting, you will receive a complimentary retirement analysis that allows you to clearly see where you are already headed. Once we’ve established your GPS retirement location, so to speak, you can decide on where you'd like to go, what you want to accomplish along the way, and what other steps are needed. Income planning is all about covering your expenses and maintaining your lifestyle. It's the fuel that takes you where you are going.

Investment Management

Now, more than ever, individuals are tired of financial advisors who are not 100% focused on their goals. We have a fiduciary responsibility to always place our clients’ interests ahead of our own. We deliver sophisticated portfolio management, personal relationships, and holistic financial planning.

Milepost Planning

As you approach retirement, there are several often little-known mileposts that present opportunities to stop and consider hazards, shortcuts, and sometimes even rerouting to a new destination. Whether due to a job or family change, inheritance, the sale of a business or property, or attaining a particular age (i.e. 55, 59-1/2, 62, 65, 73), these mileposts merit our attention.

Enhanced Services

Milepost Planning

As a courtesy, we have contacts with experienced professionals in the fields of estate planning, tax preparation and long-term care. Visit our “Professional Resources” page for further information on services provided.

BWA disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and (insert your DBA name here) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Website disclosure: The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Tax/Legal disclosure:Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Annuity Guarantee disclosure:Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.

Fiduciary Disclosure: Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.