Improving the Trajectory of Your Financial & Retirement Future

WHEN CLIENTS BECOME FAMILY

If you know anyone who would benefit from our services or a candid conversation regarding their financial future, we would be happy to schedule time to introduce ourselves to your family or friends and walk them through our comprehensive process to help them attain their financial and retirement goals and aspirations.

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Ready to change the trajectory of your financial & retirement future?

Interested in learning more about how we can help you navigate the journey toward reaching your financial goals and dreams? Please contact us to schedule a complimentary, no-obligation consultation.

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The Alchemists & Margaret Koosa offer Investment Advice through Brookwood Investment Group, LLC, 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. Brookwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Additional information about The Alchemists and Brookwood Investment Group is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to Margaret Koosa and/or Brookwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Click here for full Disclosure.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

ARE-13256 | 22508-2022/12/28