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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
Clients of Brooks, Hughes & Jones receive full-service financial planning and wealth
management from the diverse perspective of three advisors, all of whom have earned
the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Clients of Brooks, Hughes & Jones receive full-service financial planning and wealth
management from the diverse perspective of three advisors, all of whom have earned
the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
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
Visit our blog
For recent investment and
planning insight, click on the
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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
Our financial planning recommendations cover these topics:
Investment management — We create an Investment Policy Statement (IPS) for
each client. This document becomes the basis for managing personalized investment
strategies. More details about our investment philosophy are available here.
Risk protection—We identify and analyze the risks our clients face. If warranted, we
make recommendations about ways to protect against those risks using life, disability
or long-term care insurance. More details about our insurance philosophy are
available here.
Estate planning—We work with the client’s legal counsel, or with a qualified estate
planning attorney, to develop strategies for the generational transfer of wealth and
charitable giving. Estate planning requires coordination of legal, tax and financial
planning disciplines. We often play an important role in working with other advisors
to make sure that the estate plan is aligned with the client’s goals and financial
resources.
We help clients grow and maintain financial security in many ways:
In all cases, we adhere to the Ethics and Standards of Professional Conduct adopted
by the CERTIFIED FINANCIAL PLANNER™ Board of Standards.
Investment management — We create an Investment Policy Statement (IPS) for
each client. This document becomes the basis for managing personalized investment
strategies. More details about our investment philosophy are available here.
Risk protection—We identify and analyze the risks our clients face. If warranted, we
make recommendations about ways to protect against those risks using life, disability
or long-term care insurance. More details about our insurance philosophy are
available here.
Estate planning—We work with the client’s legal counsel, or with a qualified estate
planning attorney, to develop strategies for the generational transfer of wealth and
charitable giving. Estate planning requires coordination of legal, tax and financial
planning disciplines. We often play an important role in working with other advisors
to make sure that the estate plan is aligned with the client’s goals and financial
resources.
We help clients grow and maintain financial security in many ways:
- Retirement income planning (sustainable withdrawal rates, pension and Social
- Security maximization, required minimum distributions from qualified retirement
- plans, etc.)
- Managing Individual Retirement Accounts (IRAs)
- Understanding small business retirement accounts
- Planning for IRA rollovers from employer plans (401k, 403b, profit sharing, etc.)
- Determining college savings strategies
- Cash flow management
- Developing strategies to improve generational wealth transfer
- Identifying charitable giving opportunities
- Investment management for Foundations and Donor Advised Funds
- Custom asset protection strategies using life, disability and long-term care
insurance
In all cases, we adhere to the Ethics and Standards of Professional Conduct adopted
by the CERTIFIED FINANCIAL PLANNER™ Board of Standards.
Financial planning — Our client
thorough discovery of things that
take planning, time and money to
achieve. We get to know people
and what they are trying to get
to in their lives before we
determine how to best help them
manage their money.
Clients receive analysis of the
financial issues they face and we
apply “What if?” considerations
to help them understand options
and opportunities. Our clients
benefit from ongoing guidance
designed to increase the
probability of reaching their goals.
thorough discovery of things that
take planning, time and money to
achieve. We get to know people
and what they are trying to get
to in their lives before we
determine how to best help them
manage their money.
Clients receive analysis of the
financial issues they face and we
apply “What if?” considerations
to help them understand options
and opportunities. Our clients
benefit from ongoing guidance
designed to increase the
probability of reaching their goals.
Gary Brooks, CFP®, CRPC®
Allyn Hughes, CFP®, ChFC®, CLU®
Nancy Jones, CFP®
Allyn Hughes, CFP®, ChFC®, CLU®
Nancy Jones, CFP®
Brooks, Hughes & Jones, Inc. (BH&J) is a Washington state Registered Investment Adviser. BH&J and its representatives are in compliance with the current registration and notice
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
