Hello, and welcome to our web site. Mike Brooks, Valerie Downs, Brent Gorter, and Curry Nicholson are financial advisors with Mike Brooks and Associates located in Bardstown, Kentucky. Wanting to help people is what first attracted us to the financial services industry, and that is what has kept us going throughout our careers.
At Mike Brooks and Associates, our team works to help prepare clients, their families and their businesses for the unexpected turns life often takes, and to help guide them toward a sound financial future.
Whether you are interested in life insurance protection for your family, education and college funding for your children, saving and planning for your retirement, or the growth of your business, we want to help you achieve your goals by designing a financial strategy specific to your needs based on what is important to you.
If we can be of assistance to you, your family, or your business in helping to make your financial goals a reality, please contact a member of our team for a no-cost consultation.
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Below are areas that may be particularly useful to you.
Newsletters
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.