Coupons, Discounts, and Offers
Brookstone Financial, located in Jeffersonville, IN, is a fiduciary financial advisory firm specializing in retirement planning, investment management, 401(k) rollovers, Roth conversions, estate planning, and tax-efficient strategies. We serve individuals, families, and businesses throughout Southern Indiana and Kentucky, helping clients build long-term financial confidence through personalized solutions. Whether you’re preparing for retirement, managing investments, or seeking guidance on Social Security and Medicare, our team provides clear, client-focused planning.
Contact Us:
812-288-9000 / Facebook / Website
Products and Services
Retirement Planning – IRA, 401(k), and pension strategies
401(k) Rollovers & Consolidation
Investment Management – personalized portfolios, ETFs, dividend & growth strategies
Fixed Indexed Annuities (FIAs) – income and accumulation options
Roth & Traditional IRA Conversions
Tax-Efficient Strategies – minimizing taxes on retirement income
Estate & Legacy Planning – beneficiary reviews, charitable giving, inheritance planning
Social Security & Medicare Guidance
Financial Planning for Businesses – retirement plans, employee education
Financial Literacy Programs – for students, athletes, and community groups
1si Member Since: 2022