Brookstone Financial LLC

Brookstone Financial LLC

 
 
 
 
 
 
 
 
 
 
 
 

Brookstone Financial LLC

2213 Allison Ln
Jeffersonville, IN 47130 | map | directions
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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
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 (Date: 10/9/2025)
 
 
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