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      • Smart Alpha
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  • Home
  • Investing
    • Smart Alpha
    • Value Investing
    • Alternative Investments
    • Index Investing
    • Asset Allocation
  • At Work
    • Qualified Plans 401(K)
    • 403(b) & 457 Plans
    • Non-Qualifed Plans
    • Business Owners
  • Retirement
    • Healthcare
    • Taxes & Social Security
    • Estate Planning
  • Blog
  • About Us
  • forms
  • SmartAsset Booklet

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Retirement Plans: Invest with Confidence

Retirement Plans: Invest with Confidence Retirement Plans: Invest with Confidence Retirement Plans: Invest with Confidence

Helping you plan a bright future!

Schedule A Call

ph 727-317-6898

Retirement Plans: Invest with Confidence

Retirement Plans: Invest with Confidence Retirement Plans: Invest with Confidence Retirement Plans: Invest with Confidence

Helping you plan a bright future!

Schedule A Call

ph 727-317-6898

Testimonials

Steve T

Steve T

Steve T

Joe was a great help transferring assets when my mom died.  I am happy to have him manage my accounts.

Mike H

Steve T

Steve T

My wife and I like working with Joe and Terry.  We now have 3 generations working with them.

Alice L

Steve T

Alice L

My husband and I have put a lot of trust in Joe and Terry to manage our accounts and health benefits.

Karen H

Karen H

Alice L

Joe made it very easy to rollover my 401(k) into an IRA.  We have developed a plan for retirement.

June T

Karen H

June T

Joe has helped me with my trust accounts for over 15 years.  I am confident my heirs will benefit from the plan we established.

FAQs

Karen H

June T

How does a person start a plan?

It all starts with a discovery call.  You can book one below.  There is never a consultation fee

Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started.

Invest With Brookwood, LLC

300 4th Ave S, St. Petersburg, FL, USA

ph. (727) 317-6898

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09:00 am – 05:00 pm

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Disclosures

Washington is where they write the DOL rules for retirement plans

Brookwood Investment Advisory

 Brookwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 85044.  It is important to read our disclosures available at this link: https://brookwoodinvestmentgroup.com/disclosures/.   Advisory Investments contain risk which may result in the loss of principal.

Insurance Related Recommendations

Our representatives are licensed insurance agents with affiliated or non-affiliated companies. In this role, they may recommend certain insurance-related products for which they may receive compensation via direct commissions.  This creates a potential conflict of interest, as the commission earned could influence their recommendations. It is crucial that you review your representative's Brochure Supplement to understand any potential conflicts.

You are under no obligation to purchase any commission-based products from our representatives. You are free to purchase insurance-related products recommended by our representatives through other, non-affiliated representatives and/or companies.


Tax and Law

Our advisors do not give legal or tax advice.  You should always consult with a licensed professional in these areas concerning your financial plan.   Our professionals may provide referrals but do not practice law nor prepare tax documents.

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