Navigating IRMAA: Understanding the Medicare Tax on High-Income Retirees


Sign Up For Our Newsletter To Receive Weekly Updates.

Introduction: Why Partner with Brookstone?

In today’s Cardinal lesson, we breakdown our collaborative relationship with Brookstone Capital Management (BCM). As licensed financial planners under BCM’s umbrella, we provide you with an insightful look into how your financial planning and investment management needs are meticulously catered to, guided by the principles of the Investment Act of 1940.

Understanding Brookstone Capital Management

Brookstone Capital Management, a pivotal player in our investment strategies, operates as a Registered Investment Advisor (RIA). They are not just a firm; they are innovators who craft the investment baskets we use to tailor strategies specifically suited to our clients’ needs. This segment explains what being an RIA entails and how BCM’s expertise impacts your investments.

Our Team’s Role and Responsibilities

Discover the faces behind your financial planning. Hans, Tom, Jamie, and Drew are not just your advisors; they are Investment Advisor Representatives (IARs) who navigate the complex world of investments under the BCM banner. Learn about our personal commitment to your financial health and how we utilize BCM’s resources to offer top-tier financial advice.

Custodial Services: Safeguarding Your Investments

Our partnership extends beyond Brookstone to include custodians like Charles Schwab and Fidelity, who play a crucial role in safeguarding your assets. This section clarifies their role in the broader context of your investment strategy, emphasizing security and compliance.

Comprehensive Financial Planning: More Than Just Investments

Investments are just a part of what we do. This comprehensive discussion highlights our approach to financial planning, which covers a broad spectrum of financial needs from retirement planning to estate management, emphasizing the personalized nature of our services.

The Brookstone Difference: A Three-Part Harmony

Explore how the synergy between Cardinal, Brookstone, and our custodial partners benefits you. Each entity has a distinct role, creating a robust system of checks and balances that ensures your financial plans are executed with precision and your best interests in mind.

Conclusion: Your Financial Journey with Us 

As your financial planners, we are committed to more than just managing your investments. We are here to guide you through every step of your financial journey, ensuring that every decision aligns with your overall life goals. Join us as we continue to explore new ways to serve you better and keep your financial future secure.

Get In Touch

Contact us today with any questions, concerns, or just to stay connected.

Contact Us

Have questions? Contact us today.

[contact-form-7 id="d91790a" title="Contact Us"]
Scroll to Top

Weekly Email

Want to get important updates first?

Don’t miss out on any important info, from Medicare deadlines to taxes, we will keep you updated! Try it out, you can always unsubscribe at any time.