Services

What We Offer

If you like a no-nonsense approach to investing, you've come to the right place. Slow, steady, patient investing based upon wise stewardship wins the race, and that's the way we've served our clients for nearly 30 years.

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We work with you to listen to your needs and your goals to find strategies that fit your unique situation.
We hear you, and understand how important it is to work with you throughout your financial journey,
from establishing a financial foundation to preparing your legacy for the next generation.
We're here to walk along side you.

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We offer in-person and phone consultations. Give us a call today.

Papers

The team at Brockmann Financial provides assistance in the following areas: 

​Investments

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  • Brokerage Accounts

  • Investment Advisory Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Mutual Funds

  • Education Savings Plans

    • 529 Plans

    • Coverdell ESA

  • Custodial Accounts for Minors

  • Variable Annuities

  • Fixed Annuities

  • Indexed Annuities

  • Immediate Annuities

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Financial Services

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  • Retirement Planning

  • Retirement Income Strategies

  • Tax Planning

  • 401(k) Planning

  • 403(b) Planning

  • College Planning

  • Estate Conservation and Planning

  • Profit Sharing Plans

  • Account Consolidation

  • Lifetime Income Planning

 

Insurance

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  • Life Insurance

  • Long-Term Care Insurance

  • Disability Income Insurance

 

Tax Strategies

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  • Income Tax Strategies

  • Estate Tax Planning Information

For more information about us and the services we offer,
send us a quick email or call the office.
We welcome the opportunity to talk with you. 

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