Brooks Bernhagen

Brooks Bernhagen, takes the time to carefully learn his clients’ needs and develops a strategy that helps them work towards their retirement income goals and health objectives. As an agent with over 15 years of experience in the financial services industry, Brooks recognizes the need for unique and personalized services for investors at the time of retirement. At this stage of life, it is of utmost importance to reevaluate investment strategies — reduce risk, help protect assets, and create an income-generating plan. Brooks knows many near-retirees are not sure when retirement will become truly affordable, without fear of running out of money years down the road. Current retirees might wonder if positive changes can still be made, regardless of their age. Brooks focuses on real solutions to all retirement issues — helping his families enjoy greater peace of mind and a predictable retirement lifestyle.