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Brookstone Financial
Brookstone Financial LLC

Tel: (812) 920-1755
702 North Shore Drive
Suite 102
Jeffersonville, IN 47130

Brookstone Financial: Life made easy

Brookstone Financial LLC | Financial Advisor in Jeffersonville ,IN

About Brookstone Financial LLC

At Brookstone Financial we focus on holistic, fee based, financial planning solutions designed to maximize all available assets and income streams. Our cutting edge technology platform allows us to coordinate retirement benefits in an effort to reduce taxation and maximize Social Security in retirement. In addition, we have have a wealth transfer and legacy planning department to help design a strategy for leveraging your current wealth whether it be for your family or charity.

We have Two area locations that service Southern Indiana and Louisville metro. One hour complimentary consultations are available upon request. Monthly educational workshops are held throughout the communities we service. For more information on these educational workshops please contact Ethan Adams at 812-920-1755.

Do you have enough confidence in your current advisor not to get a 2nd opinion?


General Information

Firm Start Year:   2003
No.of Employees:   5-9
Insurance License#:   522609
Name of Broker/Dealer:   Center Street Securities
Name of Custodial Firm:   TD Ameritrade Institutional / Fidelity / Charles Schwab /Pershing
States Licensed in:   Akansas, California, Florida, Indiana, Kentucky, Louisiana, Michigan, Ohio, North Carolina
Number of Years with Current Firm:   16
Work Experience:   I work with my clients to help them maximize and coordinate all benefits in retirement. Utilizing technology we can provide our clients a clear roadmap to retirement in which they can access online 24/7.
I work with the following types of clients:   Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Foreign Languages Serviced:   Spanish


Services

Investment Types:   Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via phone, At your home, Via email, Video Conference, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA)
Non-Financial Organization Memberships:   PMB Social Security Counselor Network


Firm Information

Firm's Number of Clients:   400+
Firm's Number of Planning Clients:   200+
Firm's Number of Managed Clients:   200+
Assets Managed by Firm:   $99M
Advisor's Number of Clients:   200+
Advisor's Number of Managed Clients:   200+
Advisor's Number of Planning Clients:   100+
Assets Managed by Advisor:   $99


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $250,000.00
Compensation Methods:   Commissions, Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:   .50-1.5%
Hourly Rate:   $300
Additional Details on Charges:   AUM fees are negotiable based upon services and technology platforms provided.



Disclaimer

Securities offered through Center Street Securities, Inc. (CSS), a registered Broker- Dealer and Member FINRA and SIPC. Investment Advisory Services offered through PMB Capital Management LLC (PMB), a Registered Investment Advisor. Brookstone Financial, PMB, and CSS are independent of one another.

Brookstone Financial

Brookstone Financial

Our knowledge on distribution planning and coordination of Social Security benefits has brought us national acclaim. We have been featured in WSJ, USA Today, Bloomberg Radio, The Money Show, and Investment News. Many clients find they have not adequately prepared for retirement. We bring answers, solutions, and assistance to clients so they can make informed financial decisions. We are educators delivering financial certainty in uncertain times. Seth Stewart and Ethan Adams handle clients throughout Louisville and Southern Indiana. They can be reached at the Jeffersonville office of Brookstone Financial.

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My Services

Financial Advice & Consulting

Financial advice and consulting is available for self directed individuals and businesses on an hourly basis.


Financial Planning for Individuals

Holistic and comprehensive financial planning means we take inventory of all available resources, learn your wants and desires and then construct a plan to reach and accomplish those goal. As life circumstances change we review the plan to make sure we stay on track and make changes as necessary.


Financial Planning for Businesses

Holistic and comprehensive financial planning means we take inventory of all available resources, learn your wants and desires and then construct a plan to reach and accomplish those goal. As circumstances change we review the plan to make sure we stay on track and make changes as necessary. Business planning like individual planning incorporates tax planning and estate planning strategies.


My Team

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Borden Brooks
Buckner Charlestown
Clarksville Crandall
Crestwood Elizabeth
Fairdale Finchville
Fisherville Floyds Knobs
Georgetown Goshen
Greenville Henryville
La Grange Lanesville
Lexington Louisville
Marysville Memphis
Mount Washington Nabb
New Albany New Middletown
New Salisbury New Washington
Otisco Palmyra
Pekin Pendleton
Pewee Valley Prospect
Ramsey Sellersburg
Shepherdsville Simpsonville
Smithfield Westport
Jasper

Compensation Arrangements

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News & Events

Borrow from your 401(k)?
When: 10/21/2013
Details:Nevertheless, sometimes, a 401(k) loan is the only alternative, and you can't dismiss it entirely. "It's silly for anyone to say it's always a bad idea to borrow money from your 401(k)," says Seth Stewart, president and founder of Plan My Benefit in Nashville. ...more


Bloomberg - 2013 Social Security Trustees Report
When: 06/11/2013
Details:Click Link below to listen to Seth B. Stewart Bloomberg Radio Interview. ...more


Reforming Social Security
When: 06/06/2013
Details:NEW YORK (TheStreet) -- Main Street's Ross Kenneth Urken sat down with Seth Stewart, president of Plan My Benefit, to discuss recent Social Security data and how to adjust to potential changes. ...more


Women in the Workforce
When: 06/05/2013
Details:Click link to see entire article ...more


Make the Most of Your Social Security
When: 07/02/2013
Details:Investors often leave their Social Security benefits out of their retirement planning, to their detriment, says Seth Stewart of Plan My Benefit. ...more


5 misconceptions about Social Security
When: 10/01/2013
Details:Social Security gradually is becoming a regular part of financial advisersÂ’ arsenals, but misconceptions abound as they try to wrap their arms around how the benefits work. With the help of Seth B. Stewart, president of Plan My Benefit, a consulting firm, here are five big ones. ...more


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