Asset Allocation

Putting It all together

We develop an overall plan with our clients to match their risk tolerance and investment time horizon. It is crucial we develop a plan that allows you to feel comfortable with the changes in the markets.

We help you manage your asset allocations in

Investment Accounts
Retirement Accounts
Income Property
Annuities
Life Insurance

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We would be happy to spend sometime in a discovery call to see of our services will benefit your needs. Using a our process we can identify how you current portfolio matches your needs, interested?

Schedule a Call

Frequently Asked Questions

Please reach us at joe.ward@brookwoodinvestmentgroup.com if you cannot find an answer to your question.

How do we get started?

We start all accounts with a discovery call. Our goal is to establish a plan that coincides with your risk tolerance and investment time horizon.

Do I have to call my current advisor to transfer my current account?

If you decide to open a new account with Brookwood we can generally request assets be transferred. Generally for 401(k) rollovers the participant must initiate the transfer of funds. Either way our professionals will assist you every step of the way.

Am I going to owe taxes for switching?

Qualified plan rollovers generally are not taxable unless there is a distribution to the account holder. Though liquidating non-retirement accounts will encounter capital gain or losses. Assets transferred in kind will not encounter a taxable event until liquidated.

Disclosures

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.