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Our Services

We offer a multitude of services to help you solve your puzzle.


Our firm takes pride in providing comprehensive retirement planning services to our clients. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

We offer:

  • Insurance Planning
  • Beneficiary Review
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Present and Future Expenses
  • Income Planning

5 Important Social Security Questions You Should Know

For many retirees, Social Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter.

  1. What is your Social Security amount?
  2. When is the best time to start taking your Social Security benefit?
  3. Are there different options if you are married?
  4. Does earning additional income while you are on Social Security impact the value of your benefit?
  5. Do you pay tax on your Social Security benefit?

Please contact us to receive your complimentary Social Security Maximization Report!

Brookside Tax & Financial Group, LLC and Christopher Anselmo are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

*https://www.ssa.gov/pubs/EN-05-10147.pdf

We assist our clients with all of their tax planning and reporting needs. Annually we complete tax returns for over 2500 clients.

Our services include:

  • Personal tax preparation
  • Partnership and corporate tax preparation
  • Trust tax preparation
  • Gift tax preparation

Even more importantly, our services include tax planning at all levels.  Tax preparation encompasses reporting what has transpired whereas tax planning involves being proactive by making smart, informed decisions about how taxes affect an overall financial plan.

Never again worry about forgetting where you put your critical documents because they can now all be kept in one place … that is easily accessible!

Our Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information.

It is comprised of three dynamic components:

  1. A secure portal to pass and store confidential financial documents.
  2. Daily investment and banking values powered by a third-party vendor.
  3. Snapshots of financial assets and expenses for you to view your full financial position, and receive monthly newsletters, market commentaries and meeting alerts.

Generational Vault is available 24/7 making your essential documents readily accessible at the click of button.

Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

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