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BFG and The CHC Red C Challenge

Brooks Financial Group is a long time supporter of Calvert Hall College High School and their Red C Challenge. In fact, Paul Brooks, President of Brooks Financial Group, is the Challenge's Chairman.

Calvert Hall's Red C Challenge was established to create and foster a foundation for current CHC students to develop and advance their entrepreneurial spirit; business ideas; leadership qualities and innovative thinking through the various challenges and competitions offered.

Proud Sponsors of the Thanksgiving Day Turkey Bowl

Brooks Financial Group, Inc. has been the proud title sponsor of the Turkey Bowl for many years. A community and family tradition for 100 years, the Turkey Bowl football game is held on Thanksgiving Day and features two wonderful local high schools - Calvert Hall College High School vs. Loyola Blakefield. 

Market Commentary October 2019

In our commitment to provide ongoing communication and leadership, we are sharing with you the outcomes of our most recent economic committee meeting for the Freedom Capital Management Strategies®.  This quarterly update provides insight from our economic committee's findings on the macro-economic environment.

This report is available in both video and print formats.

BFG is Proud to Sponsor Calvert Hall College High School's 175th Anniversary Year

CHC 175 logoBrooks Financial Group, Inc. is proud to announce our role as a Presenting Sponsor in Calvert Hall College High School's 175th Anniversary Year Celebration.  

99th Annual Turkey Bowl

Brooks Financial Group, Inc. is the proud sponsor of the 2018 Turkey Bowl.  A community tradition for 99 years, the Turkey Bowl football game is held on Thanksgiving Day and features two wonderful local high schools - Calvert Hall College High School vs. Loyola Blakefield.  Please take a moment to learn about this great tradition more by watching our commercial, shown throughout the game and televised by WMAR-2 News. 

Retirement: Get the Leadership You Need

You deserve to enjoy the rewards of your life's efforts.  Discover how the right financial leadership can make a difference.

 

2018 Health & Welfare Plan Reporting and Disclosure Obligations

If you offer employer-sponsored health and welfare plans - such as life, disability, medical and dental – you will want to review the required reporting and disclosure obligations.  This checklist offers a great overview.

Fiduciary Responsibilities: What You Need to Know

ERISA includes standards of conduct for those who manage employee benefit plans and their assets, who are called “fiduciaries”. This Compliance Overview includes a set of frequently asked questions (FAQs) to help employers understand the basic fiduciary responsibilities applicable to group health plans under ERISA.

2018 Health Savings Account (HSA) Information

Health Savings Accounts are tax-advantaged medical savings accounts that offer an alternative way for consumers to pay for their qualified health care expenses.  Discover the key features of this year's Health Savings Accounts.

2018 HSA Key Features