Brookside Tax & Financial Group

Brookside Tax & Financial Group is the One-Stop Advisor℠ for your finance, legal, insurance and estate planning needs. Working with one company to manage your taxes, estate planning, retirement and investing strategy will save you from having to deal with multiple companies. It also allows us to better tailor our service to you, and ensures that your overall plan is coordinated.

For example, if we see that your tax bill is going up, we can suggest strategies to minimize the taxes coming from your investments. By having all of this expertise in-house, we can ensure that you achieve the overall goals and objectives you have set for yourself, as well as current and future generations.

Schedule a complimentary, no-commitment Strategy Session to speak with an advisor and discuss your entire picture. We will work with you to identify your short and long-term goals, and then use these goals as our primary focus to provide you with individualized, innovative strategies and solutions.

Financial planning is a life-time process that addresses your ever-changing circumstances and is the foundation for our advice and service to you. If you’re seeking an integrated approach to financial planning and insurance services from a firm with a strong focus on individualized planning and solid expertise, please give us a call and schedule your complimentary Strategy Session now.