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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

As an experienced financial professional I can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

I can also answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Through my years of experience I have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Leonard J Brooks  ChFC®

Investment Advisor Representative

(919) 572-1925

(877) 572-8551

As an Investment Advisor Representative I truly believe that planning is the key when it comes to your financial future. Born and raised in Charleston(Hollywood) South Carolina I have over 20 years of experience working with individuals,...

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