Services | Brookwood Financial Services in Oscoda, MI

Financial Guidance Built Around Your Life

Brookwood Financial Services provides tax preparation, financial planning, investment advice and specialized financial guidance for individuals and families.

Our goal is to bring the important pieces of your financial life together—taxes, retirement, investments, insurance and major financial decisions—so you can make informed decisions with a clear plan forward.

Services are available individually or as part of a broader financial planning relationship.

Financial Planning

Financial planning helps bring your major financial decisions together rather than evaluating each one in isolation.

Brookwood offers both focused and comprehensive financial planning for individuals and families. Depending on your needs, planning may address retirement, Social Security, investments, taxes, cash flow, education, employee benefits, insurance, estate considerations and other important financial decisions.

The goal is a practical, prioritized strategy that helps you understand where you are, where you want to go and the decisions most likely to help you get there.

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Investment Management

Brookwood provides fiduciary investment advice and ongoing portfolio management based on your goals, risk tolerance, time horizon, tax situation and broader financial plan.

Portfolios are built using diversified investment strategies designed for long-term investors rather than short-term market predictions or speculation.

Accounts are monitored and rebalanced as appropriate, with investment decisions coordinated with retirement, tax and other financial-planning considerations when applicable.

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Tax Planning and Preparation

Taxes affect many of the financial decisions we make throughout life. Brookwood helps clients identify opportunities to manage taxes over time through thoughtful planning around retirement accounts, income timing, investment decisions, deductions and other financial strategies.

Brookwood also provides professional tax-return preparation for individuals and sole proprietors. Tax preparation is available as a standalone service and does not require an ongoing financial-planning or investment relationship.

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Specialized Financial Guidance

Not every financial question requires a comprehensive financial plan.

Brookwood offers project-based and hourly advice for clients who need help evaluating a specific decision or strategy. Common topics may include Roth conversions, Social Security timing, retirement decisions, tax strategies, investment questions, education planning, debt-management decisions and other financial matters.

Hourly and project-based engagements are available depending on the scope of the work.

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Insurance Planning & Solutions

Insurance can play an important role in protecting a financial plan from risks that an investment portfolio alone cannot solve.

Brookwood helps clients evaluate life, disability, long-term care and retirement-income risks and determine whether insurance is appropriate based on their financial situation and goals.

When an insurance solution is appropriate, we can help evaluate and obtain coverage from available insurance carriers. Our philosophy is to use insurance intentionally, not simply because a product can be sold.

Life Insurance
Disability Insurance
Long-Term Care Insurance

Annuities
Retirement Income Solutions

Estate Planning

Estate planning is an important part of a comprehensive financial plan. Brookwood helps clients identify estate-planning considerations, organize assets, evaluate beneficiary and legacy goals, and coordinate estate considerations with their broader financial plan.

Through our relationship with Wealth.com, clients may also have access to technology and attorney-supported resources for creating estate-planning documents.

Brookwood Financial Services does not provide legal advice or independently draft legal documents. Clients should consult with a qualified attorney regarding their individual legal needs.

Through our partnership with Wealth.com, we offer the creation of essential estate documents for an additional fee. These documents typically include:

📜 Last Will & Testament
📜 Revocable Living Trust
📜 Financial Power of Attorney
📜 Healthcare Power of Attorney
📜 Living Will / Advance Directive

E&B, High Income Professionals, RE Investors, Client

Finding a trustworthy financial advisor is no easy task, especially for a younger wealth building couple like us with many moving pieces including real estate, W2 jobs, career changes and an upcoming wedding. Mark, our advisor, stood out from the rest. Right from the start, he listened attentively and showed genuine care for our financial well-being and the goals we had in life. Despite our limited investment knowledge, and frequently changing life plans, Mark patiently guided us through various strategies and vehicles, ensuring we understood every recommendation. Together, we crafted a solid plan to achieve our financial goals and grow our net worth. We're thrilled with our progress and grateful for Mark's ongoing support. From navigating business ventures to adapting our plans, Mark has been an invaluable partner in taking control of our future. Mark has given us financial empowerment, we enjoy working with him very much.

The testimonials/ endorsements shared here are genuine and voluntary, coming directly from our valued clients. Clients retain the freedom to withdraw their testimonials from this platform whenever they choose. To ensure relevance, testimonials undergo annual reviews. They are presented in their original form and with consent from our clients. Should you wish to obtain a copy of our marketing policies and procedures regarding testimonials/ endorsements, please don't hesitate to reach out to our office.

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