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Everyone Needs A Financial Advisor...

The key is finding the right one that can meet your needs.

What does a financial advisor actually do?  A good advisor is a role player based on your needs.


              A retirement income planner

              An investment manager

              A life insurance/estate planner

              A Debt counselor

              An expert finder – ( no one can do everything)

              To sum it up? …a money planner


June 2022 marks Bob Brooks' 30-year anniversary since becoming a financial advisor.  He wants to talk to you about one question – Could he be the right fit for your family? 

Bob works with his clients using the principles he talks about on the Prudent Money Radio Show.  As you consider a phone call, here are the top questions people have asked prior to interacting with Bob.


Need guidance on intentional
financial stewardship?

16633 DALLAS PKWY STE 275, ADDISON, TX 75001

Monday - Friday 8:30 am - 4:30 pm 


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