Brooksby Financial Services : Home

William F. Brooksby MBA, LIFA, ChFC

Have you ever asked......

  • Is it possible to have a rising income after retirement? 
  • What do I do with cash? 
  • What are bonds and are they right for me? 
  • Will my family be protected if something happens to me? 
  • Will I have enough money to retire? 

The answer to these questions are critical to your peace of mind and financial well being.  Brooksby Financial Services is a comprehensive financial services firm committed to helping you achieve your financial goals.    

Our offices are located at 12370 Hesperia Road, Suite 9, Victorville, CA  92395.  Office telephone number is 760-241-2129 and my cell phone number is 760-963-8329. 

Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

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