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Brooks Financial Group

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Lee F Brooks Ameriprise Financial Advisor

Lee F Brooks

CFP^®, CRPC^®

Private Wealth Advisor

Brooks Financial Group

Lee F Brooks Ameriprise Financial Advisor

540.981.0657
lee.f.brooks@ampf.com
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Calculators

Retirement

Retirement Income Calculator

Explore how much monthly income your retirement savings can provide.
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Retirement Planner

Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.
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Roth IRA Conversion

Decide whether a Roth IRA conversion is right for you.
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Investing

Investment Returns

Learn whether your anticipated investment returns will meet your long-term investment goals.
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Impact of Inflation on Investment Returns Calculator

Determine the effect inflation has on your investment returns over time.
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Personal
Finance

Enhanced Loan Calculator

Analyze loan payments, terms and interest rates, and receive a complete amortization schedule by month or year.
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Accelerated Debt Payoff

Discover how much you could save in interest expenses by consolidating and increasing payments on your debt.
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Amortizing Loan Calculator

Determine your desired loan payment or your loan amount, and review your monthly payment schedule.
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Refinance Interest Savings

Determine how much refinancing may save you, plus learn the number of months to break even on closing costs with a reduced monthly payment.
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Net Worth Calculator

Figure your current net worth and estimate your outlook for the next 10 years.
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Education

College Savings

Estimate whether you’re saving enough to fund your educational goal.
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Taxes

1040 Tax Calculator

Get a preview of your next tax refund or payment when you enter your filing status, income, deductions and credits.
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Savings, Taxes and Inflation

See how much your savings will be worth after taxes and inflation.
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540.981.0657

lee.f.brooks@ampf.com

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.
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Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The Compass is a trademark of Ameriprise Financial, Inc.

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