Brokaw Partners

At BrokawPartners, we believe that knowledge matters. Our experienced team of financial planners is dedicated to helping you make informed decisions about your financial future. With over 35 years of combined experience in the industry, we offer a wide range of services including life insurance, Medicare planning, and retirement planning. Our goal is to provide you with personalized solutions that cater to your unique needs and goals.

Services Offered

Our services include life insurance options such as Term Life Policies, Whole Life Policies, and Universal Life Policies. We also specialize in Medicare planning, offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. Additionally, we provide retirement planning solutions, including Annuities, Investments, and Roth IRA's. Our team can also assist with final expenses, disability insurance, and long-term care policies.

Partnerships

We pride ourselves on our partnerships with esteemed companies in the industry. These partnerships enable us to offer a comprehensive range of services and ensure that our clients receive the best possible solutions. Our network includes property casualty agencies, home and auto insurance businesses, and other financial institutions.

Events

We regularly host events to educate our clients and the community about various financial planning topics. These events provide a platform for us to share our expertise and answer any questions you may have. Check our website for upcoming events or contact us to host an informational event at your location.

Our Team

Keith and Terri Brokaw, the founders of BrokawPartners, have a combined 45 years of experience in the wealth management industry. Their dedication to providing exceptional service and building trust with their clients has been the foundation of the agency's success.