Call Today! (812) 288-9000

Planning Services

At Brookstone Financial, we believe in a comprehensive approach to retirement planning.  This begins with truly understanding your needs, wants, and wishes.  We then develop and present strategies you can understand and appreciate.  Strategies designed to address where you are, and get you where you want to be.  Our investment management and risk mitigation strategies are designed to decrease taxes and risk.  We believe that both traditional investment management and insurance-based solutions drive a successful, stress-free retirement.  Attention to detail is why Brookstone Financial is a leading retirement planner in Kentuckiana.

Our Success Begins With YOURS

As fiduciary, fee-based investment managers and financial planners, our success begins with your success. Helping you achieve your goals starts with understanding your desires. This process begins with a complimentary meeting for us to get to know one another. Our goal is to deliver strategies and recommendations designed to decrease unnecessary risk and fees while striving to increase overall probability of success. Click the button below, and let’s get started!