Improving the Trajectory of Your Financial & Retirement Future

helping you plan for the unexpected

We have curated our service offerings to meet the needs of almost any financial situation. We all know that life can have many ups, downs, twists and turns. When you work with us, we can help you pivot as life unfolds. As always, our recommendations are based on getting to know you, your current situation and plans for the future. The following are services that can be included in a comprehensive plan:

Financial Planning

Having an overall financial plan can determine your confidence with finances today and in the future when you face retirement. We can help you assess what you have and what you might need to meet your future goals and then put a plan in place to achieve those goals.

Risk Management

We all want our loved ones to be taken care of should the unexpected happen. There has never been a better time than now to set up the right policies to cover life’s “what ifs” and create another income stream when it’s most needed.

Retirement Income Planning

Retirement income planning can be a complicated, intricate process. If you prefer steadiness and consistency over market ups and downs, an annuity might be a strategy to consider in your overall financial and retirement plan. It creates a guaranteed income stream when you need it most.

Investment & Wealth Management

You’ve worked hard over the years to save for your future and grow your wealth. After the accumulation phase, most clients are concerned about preserving and protecting their wealth. We can help coordinate your accounts to make sure they are working together and explore tax mitigation strategies.

Tax Minimization Planning

Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision with hundreds of options. Our team can help you navigate the possibilities, so you get the most from your hard-earned benefits.

Estate & Legacy Planning

Protecting, preserving, and passing along your estate is important to overall financial well-being. We work to make certain you have a plan that allows you to protect your assets, save taxes, and pass along more wealth to heirs.

TOOLS & INSIGHTS

Interested in additional resources or tools to help you throughout your financial & retirement planning? Check out our extensive library to feel confident in your planning journey!

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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