Hello, and welcome to our web site. Mike Brooks, Valerie Downs, Brent Gorter, and Curry Nicholson are financial advisors with Mike Brooks and Associates located in Bardstown, Kentucky. Wanting to help people is what first attracted us to the financial services industry, and that is what has kept us going throughout our careers.
At Mike Brooks and Associates, our team works to help prepare clients, their families and their businesses for the unexpected turns life often takes, and to help guide them toward a sound financial future.
Whether you are interested in life insurance protection for your family, education and college funding for your children, saving and planning for your retirement, or the growth of your business, we want to help you achieve your goals by designing a financial strategy specific to your needs based on what is important to you.
If we can be of assistance to you, your family, or your business in helping to make your financial goals a reality, please contact a member of our team for a no-cost consultation.
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Below are areas that may be particularly useful to you.
Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?