WSCCI 2016 Regional Directory_webv2
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Brookfield Financial Plans, inc.<br />
How I can be<br />
of value to you.<br />
We offer expert advice and management in all of the areas listed below ...and<br />
more. Contact us today to see how we can be of value to your financial future.<br />
Analysis of Income & Expenses<br />
• Pension (Maximization of Income)<br />
• Taxable, Tax Deferred<br />
and Tax Free Alternative<br />
Estate Planning<br />
• Probate avoidance<br />
• Gifting<br />
• Estate Liquidity<br />
Accounting Services<br />
•Write-up<br />
• Payroll and Tax Filings<br />
• Quick Books<br />
Current Retirement Plans Analysis<br />
• Deductible vs Roth<br />
• IRA Consolidation<br />
• IRA/Rollover investment alternatives<br />
• IRA/Rollover 70 ½ RMD<br />
• TSA<br />
Taxes<br />
• Personal<br />
• Business<br />
• Estate and Trust<br />
Brookfield Financial Plans, inc.<br />
Linda Sokol Francis, E.A.<br />
3439 Grand Boulevard • Brookfield, Illinois 60513<br />
Phone: 708 485 3439 • Fax: 708 485 9541<br />
34 <strong>WSCCI</strong>.ORG
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