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Creative Planning

In wealth management, creative thinking is both an art and a science. Use this video to show your clients how your creative ideas can help them visualize potential future outcomes.

 

Building on a Strong Foundation - Small Business

Small business owners face unique challenges. Learn about strategies and resources that can help you plan for your future.

Type Video Topic Small Business

Investing In Yourself as a Small Business Owner

With Brooks Financial Group, you can learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.

Small Business: Exiting in Style

For many small business owners, the sale of their company is the foundation of their retirement plan. Brooks Financial Group can help you understand how the right business succession plan can help you secure your retirement.

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.

 

Spend Less Than You Earn

Spending less than you earn is the golden rule to personal finance…and a little reminder never hurts.

Financial Literacy in the Workplace

Understanding and successfully managing your financial affairs is an important component in the life of most any working adult.  Discover the many benefits of introducing financial education programs into the workplace and see why so many employers are taking the first step to provide their employees with the financial literacy skills they need.  

Advantages and Disadvantages of Self-Funded Health Plans

With the increased interest in self-funded health plans, it’s good to know the advantages and disadvantages.  Learn more with this short video.

 

Telehealth and Telemedicine

Telehealth and telemedicine technologies are designed to combat rising healthcare costs, improve the quality of care, and much more.  Learn the differences between these two programs and how they will be impacting the future of healthcare.