Brockman & Associates

Had the chance to attend a small, high-impact workshop this week with some incredible advisors and the team at Schwan Financial Group.

We dug into powerful ways to better connect with clients, build lasting relationships, and help people follow through on the financial goals that matter most.

Grateful for the experience and excited to put these ideas into action for the families and individuals I work with every day!

If you’ve been meaning to get your financial plan on track or just want a second opinion, let’s chat—no pressure, just a conversation.

Kids grow up fast—and so do education costs. Today is . Take a moment to think about your family's future. Whether you're a parent or grandparent, a 529 plan is one of the best ways to invest in education with flexibility and tax advantages. Reach out to us, and let’s make a plan that helps their dreams become reality. https://nyl.co/43DtBVZ

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.

Happy Mother's Day to all the new moms cherishing precious moments, the experienced moms who guide with wisdom and patience, and the grandmothers whose love spans generations. Thank you for all that you do!

Small businesses are the backbone of our communities, driving innovation, creating jobs, and making a lasting impact. This month, let’s celebrate and support the local entrepreneurs who make a difference every day!

The Houston and surrounding areas aren't exactly known for snow, but life loves to surprise us—just like this rare winter wonderland!

It’s a great reminder that surprises can come at any time, whether it’s unexpected snow or unexpected life events. That’s why it’s so important to have a plan in place—for your finances, your family, and your future.

Stay warm everyone and don’t forget to enjoy the little surprises along the way.

Our best attempt at a snowman (photo credit: Owen Family)! We would love to see your winter wonderland pics!

Happy Thanksgiving! Wishing you a day filled with good food, joy, and cherished moments with your loved ones.

Two ✌ years ago today, we knocked it out of the park 🏟 by adding Emilee Owen to the team 🎉 ! She adds value to countless areas of our business and when it comes to Client Service, I can assure you it doesn't get it any better. She consistently exceeds expectations because she genuinely cares about her work and, more importantly, the people we serve.

Please help me congratulate her on achieving this milestone! ⭐ ⭐

On this Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. Their courage and selflessness will never be forgotten. In observance of this important day, please note that our office will be closed as we take time to reflect on the sacrifices made by our fallen heroes. Wishing everyone a safe and meaningful Memorial Day. If you need immediate assistance please call Ben directly.

It's never too early to start teaching our kids about money management and investing. Check out this inspiring article about how middle schoolers in Brooklyn are getting hands-on experience with the stock market through a financial literacy class. Empowering our future leaders with financial literacy is crucial. Let's ensure they have the tools they need to make informed financial decisions and build a secure future.

Middle schoolers get taste of stock market, investing through financial literacy class A middle school teacher in Brooklyn, New York, is helping students gain knowledge about the stock market and investing through a financial literacy class.

The past few years have seen a series of historic global shocks and a bumpy economic cycle, contributing to a challenging investing environment. We encourage you to join Global Market Strategist Julia Hermann, as she provides an economic update and insights to help you navigate the ups and downs and twists and turns of election year uncertainty. Register now at: https://bit.ly/4bsK41U