Broker Check
No one strategy fits everyone Our Team Approach Understand your needs, wants, and long­term goals

Before, During and After Your Retirement

Your retirement…is it years away or perhaps right around the corner? Are you already retired and seeking assurance you will not outlive your money? Or perhaps you would like the confidence of feeling you will continue to take care of your family and loved ones after your retirement. Brinker Financial is a financial investment services firm specializing in all phases of your retirement.

FINANCIAL PLANNING NOW

Time Is On Your Side, And So Are We

Learn More

RETIREMENT PLANNING

You’re There.

Learn More

ESTATE PLANNING

Your Legacy.

Learn More

Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

 

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Surprises

Making the most of surprises is a great reason to work with us.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

View all videos arrow