To help you through these uncertain times, we've put together a special report outlining 5 Ways Events of 2020 May Be Affecting Your Retirement & What You Can Do About It.

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    Main Content

    • Retirement Planning

      If you're here, you may be looking for a partnership. Our clients work in a collaborative relationship with Wealth Optimization & Protection Strategist Adam Goodman.

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    • Financial Planning

      Are you retired or nearing retirement?

      People and families close to retirement are our most common clients. We create customized, comprehensive financial plans based on your unique goals.

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    We help with

    Lifestyle & Asset Protection Strategies

    We guide clients through the process of identifying the risks that apply to them, and explore the common ways or in some cases their unique opportunities to address them.

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    Investment Management

    With over 25 years of personal risk management experience, comparing and analyzing options as well as providing customized investment recommendations, Adam Goodman has a high degree of conviction in two areas.

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    Retirement Income Planning

    We utilize 3 different strategies that can be used in a retirement income plan. They all have pros and cons. Some have guarantees*, others don’t. Some provide a lot of flexibility, others little. Some have a lot of growth potential, others have no loss potential

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    Tax Planning

    We look for opportunities to make improvements in reducing future tax liability on favorable terms, and generally recommend not solely making an investment decision due to a tax benefit. Taxation is just one of many important factors to consider.

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    Estate & Legacy

    Estate planning combines having the right legal documents in place as well as the optimal financial solutions based on ones desires

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    Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

    Third party ratings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

    The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.