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.
Click here to to see our video
Click here to see our second video
Click here to sign Electronic Consent Authorization: https://form.jotform.com/201175349051045
Check the background of your financial professional on FINRA's BrokerCheck
Below are areas that may be particularly useful to you.
Newsletters
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
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.
-
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.
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
-
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?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?