Innovative Financial Strategies for Families & Businesses
Wasson Investment Services and Brookstone Capital Management aim to provide families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life.
"Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents."
How We Help You
Income Planning
Income planning for retirement can be a daunting task because there's a lot to learn. We help you navigate the three income planning phases — accumulation, distribution, and preservation or transfer — and utilize tax advantaged vehicles to help accomplish your retirement income goals.
Retirement Planning
Our New Generation Retirement® system consists of five steps that incorporate three hallmarks of our company: stewardship, transparency and technology.
Social Security
Your Social Security benefit represents years of hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it's important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Assets & Risk
We pride ourselves on providing retirement strategies to Rohnert Park, CA and the surrounding communities. We take a look at your full financial picture.
Life Insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass.
Empowering Women
Women face very different challenges when it comes to preparing for their retirement and the later years of life. Empowering women to take control of their financial future is a priority for our firm.
Ready to Take the Next Step?
Give us a call at (707) 318-7006 or send us a message and we'll be in touch.
Contact Our Office