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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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
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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?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.