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When you see the Seattle Space Needle, which is supported by three legs -- think of Brooks Clark Ltd. We offer three services for seniors that almost no one else offers together:

  • We offer the entire financial universe
  • We offer the safety of fixed and indexed annuities
  • We also offer income tax services

  • Inflation
  • Commissions
  • Annual taxes
  • Market swings
  • Fraud
  • Risk
  • Social Security taxes
  • Have conventional strategies for a flat percentage each year

AND / OR

  • Still have liquidity
  • Not have to deal with probate
  • Eliminate all direct commissions
  • When investing in fixed annuities, lock in your gains every year

Brooks Clark Ltd. offers the entire financial universe, including stocks, bonds. mutual funds, exchange traded funds (EFTs), structured products, Unit Investment Trusts (UITs), Real Estate Investment Trusts (REITs) and separately managed accounts. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

Member, NATP
Brooks Clark Ltd, Retirement Planning Service, Bellevue, WA
Brookstone Capital Management LLC National Ethics Bureau
 
 

Authorized IRS e-file Provider by the Internal Revenue Service
Authorized Insurance Agent by the Insurance Commissioner in the State of Washington
Investment Advisor Representative of Brookstone Capital Management LLC,
an SEC Registered Investment Advisor

Brooks Clark Ltd. • 4925 123rd Place SE • Bellevue WA 98006 • 425-649-1925

© 2016, Brooks Clark Ltd. All Rights Reserved.