Mike Brooks and Associates, Inc.

Michael R. Brooks, CPA

Hello, and welcome to my web site. I am a financial professional with Mike Brooks and Associates. Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my career.

I work to help prepare clients, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.

Whether you are interested in protection for your family, education funding for your children, planning for your retirement or the growth of your business, I want to help you achieve your goals by designing a financial strategy specific to your needs.

If I can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact me.

Below are areas that may be particularly useful to you.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

More Newsletters →