Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock*

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts*

Treasury Bills*

Government Securities*

Treasury Notes*

Fixed Index Annuities

Financial Planning

Retirement Plans

Tax Plans



College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Tax Free Life Insurance Income Stream

*Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Koch Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

What We do

Retirement Planning

  • Tax-efficient investing strategies
  • Principal-proected savings strategies
  • Retirement Income Strategies

Business Planning

  • Business income tax reduction strategies
  • Buy-Sell agreement design
  • Deferred compensation strategies
  • Business-exit strategies
  • Retirement Plans including 401(k)s, Simple IRAs, SEPs

Estate Planning

  • Estate tax reduction strategies
  • Estate tax funding strategies
  • Living trust design
  • Life insurance trust design
  • Life insurance policy design
  • Shopping for the most competitive life insurance policy
  • Charitable planning
  • Gifting strategies to benefit your children/grandchildren

Income Strategies

  • Systematic income streams
  • Tax-efficient income models
  • Income longevity solutions
  • Social Security claiming strategies

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (727) 526-6859