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6020 Commerce Boulevard Suite 122 Rohnert Park, CA 94928

(707) 206-9643
wasson@noworryretirement.com
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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Step Up to a New Level of Risk-Managed Investing

Learn more about our comprehensive, pre-selected investment choices to suit your risk tolerance.

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There are a lot of misconceptions about Social Security.

Here are three

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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By putting clients first, demonstrating our expertise, providing education and empowering you; the client. As a fee based advisor Brookstone Capital Management is structured to work in the best interest of our clients and prospects. Offerings include income planning, estate preservation, social security and pension maximization, tax advantaged investing and family protection

Our Process

Services

Our Team

What is Your True Risk Tolerance?

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Brookstone's CEO DISCUSSES OUR APPROACH TO INVESTING

HOW WE WORK

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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THE BROOKSTONE DIFFERENCE

Our clients have access to portfolios that range from conservative to moderate to aggressively structured, giving them several options to choose from based on their unique financial needs.

Independent, Objective Advice

Our network of independent advisors offers guidance and investment solutions based solely on your best interests.

Transparency 

We are fee-based and we do not receive commissions. This fee structure helps ensure we are investing with your goals in mind.

Risk-Managed Approach 

Based on your appetite for risk, we try to limit large drawdowns in all our investment strategies to help capitalize on the advantages of compounding.

Informed Decisions

Our broad platform allows us to draw on the experience and expertise of several different portfolio managers who are constantly monitoring the markets.

Consistent Communication

We can meet and communicate regularly to discuss your portfolio, depending on your needs and availability. Whether in person, on the phone, or online, our advisors will always be available to answer your questions.

Clear Reporting 

We provide straightforward, comprehensive performance reports on a consistent basis so you can easily understand how your investments are performing.

<p>Long-Term-Care Protection Strategies</p>

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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<p>Gap Insurance for Leased Cars</p>

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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<p>How Insurance Deductibles Work</p>

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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