our story

A.J. Brooker Financial Associates serves individuals and businesses by providing financial consulting in the areas of retirement planning, education planning, risk management, cash flow management and portfolio management. The consultation also considers each client’s income tax and estate concerns in order to deliver a comprehensive financial planning approach. Our financial planning and investment advisory services are provided on a fee only basis. We think this is important to you because it helps us to remain objective and provide you with the best solutions for your goals without consideration of the commission associated with the investment.

In addition, the Company partners with businesses to facilitate employee education workshops. These workshops are designed to promote increased awareness, understanding, and participation in the employer sponsored retirement plan. A.J. Brooker Financial Associates also works alongside these same businesses to provide individualized financial planning services and advice to the individual employees so that they can make more informed decisions concerning their individual financial situation.

How We're Different

At A.J. Brooker Financial Associates, we make a conscious effort to keep you, the client, first. That means we listen to you, learn about what matters to you, and take all of this into consideration in developing a plan that’s made for you and addresses your needs. We understand how intimidating it can be to finally take control of one of the most important areas of your life. That’s why we take the time to educate you about what we’re doing, and why we do it, so that you are comfortable with your strategy, every step of the way.

For us at A.J. Brooker Financial Associates, we focus on financial strategies, not financial instruments. So often, our industry focuses on the investment itself as opposed to the role the investment plays in helping to achieve your financial goals. We believe that investments are only one component in helping you achieve your financial goals, and in order for us to really help, we must be willing to take into consideration each piece of your financial puzzle. That’s why we partner with our clients to devise a game plan with both an offensive and defensive strategy that addresses our clients personal financial goals.

Our Mission

We will serve our client by focusing on the individual and resolving his financial concerns through a comprehensive financial approach that spans his lifetime of needs.

Our Values

  • Integrity
  • Professionalism
  • Financial Preparedness
  • Build lifetime client relationships
  • Client-first approach

services

  • Comprehensive Financial Planning
  • Portfolio Management
  • Employee Education
  • Financial Wellness Annual Physical

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