Our business is our clients’ financial well-being.
We Welcome You
Our Services
Empowering Clients to Protect and Grow Wealth Across Every Phase of their Financial Life
Brookside Tax & Financial Group, LLC provides investors with custom-tailored strategies designed to meet both short- and long-term goals. Our goal is to help clients achieve their financial dreams through a transparent process and innovative solutions that foster long-term financial independence.
Enhanced Planning
Whether preserving assets or transferring your wealth, we can help you build a plan that fits your needs and maintains family harmony.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Investment Management
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals.
Retirement Strategy & Risk
The burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before, but you don’t have to carry it alone.
Social Security
Your Social Security benefit represents years of savings and hard work. We work to help ensure you understand how it fits your retirement strategy.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay.
The Back Nine: Hitting the Greens in Retirement
Hindsight: I would have done it differently!
You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide you with a comfortable lifestyle and stable income after your working days are done. You might also have other desires, such as traveling, purchasing property, or moving to be closer to your family (or farther away). You may also want your assets to provide for your loved ones after you are gone.
Publications
We’re proud to share that Christopher Anselmo, President of Brookside Tax & Financial Group, was recently featured in Fortune magazine.*
*This publication was placed as a paid advertisement in Fortune Magazine.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Reach Out To
Our Office
To learn more about how the Brookside Tax & Financial Group team can be of assistance to you,
give us a call at 440-886-3550 or fill out the form below.
