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| Investment Management Financial Planning Risk Protection If you are looking for confidence in how your money is managed and comfort with the people who provide your advice, call us at 253.534.8888. |
OUR SERVICES | Comprehensive Wealth Management
Brooks, Hughes & Jones provides full-service financial planning and wealth
management for a select group of clients.
Investment management — We create custom portfolios using cost-effective “core
and satellite” investment strategies. More details about our investment philosophy are
available here.
Financial planning — We analyze your current situation and create personalized
recommendations for the range of financial issues you face. We combine knowledge
and sophisticated planning tools to evaluate your options and opportunities. This
allows us to model “What if?” scenarios and craft plans to increase the probability of
reaching your goals.
Risk protection—We analyze the financial risks that you may be facing. If warranted,
we make recommendations about ways to protect against those risks using life,
disability or long-term care insurance.
Estate planning—We work either with your legal counsel, or with a qualified estate
planning attorney to develop strategies for the generational transfer of wealth. Estate
planning is a complex subject that requires coordination of legal, tax and financial
planning disciplines. We often play an important role in working with your other
advisors to make sure that your plans are aligned with your goals.
Brooks, Hughes & Jones provides full-service financial planning and wealth
management for a select group of clients.
Investment management — We create custom portfolios using cost-effective “core
and satellite” investment strategies. More details about our investment philosophy are
available here.
Financial planning — We analyze your current situation and create personalized
recommendations for the range of financial issues you face. We combine knowledge
and sophisticated planning tools to evaluate your options and opportunities. This
allows us to model “What if?” scenarios and craft plans to increase the probability of
reaching your goals.
Risk protection—We analyze the financial risks that you may be facing. If warranted,
we make recommendations about ways to protect against those risks using life,
disability or long-term care insurance.
Estate planning—We work either with your legal counsel, or with a qualified estate
planning attorney to develop strategies for the generational transfer of wealth. Estate
planning is a complex subject that requires coordination of legal, tax and financial
planning disciplines. We often play an important role in working with your other
advisors to make sure that your plans are aligned with your goals.
Services and Products may include, but are not limited to:
- Retirement income planning (sustainable withdrawal rates, pension and Social
Security maximization, required minimum distributions from qualified retirement
plans, etc.) - Individual Retirement Accounts (IRAs)
- Small business retirement accounts
- Brokerage accounts
- IRA rollovers from employer plans (401k, 403b, profit sharing, etc.)
- College savings
- Cash flow management
- Generational wealth transfer
- Charitable giving
- Foundation investment management
- Life, disability and long-term care insurance
Copyright © 2009 Brooks, Hughes & Jones, Inc.. All rights reserved.
Brooks, Hughes & Jones is a Registered Investment Adviser.
Privacy Policy
Form ADV Part II
Brooks, Hughes & Jones is a Registered Investment Adviser.
Privacy Policy
Form ADV Part II
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TACOMA 2112 North 30th Street, Suite B | Tacoma, WA 98403
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com