Improving the Trajectory of Your Financial & Retirement Future

Helping our people answer important questions and support their goals in life.

We Can Help You Transform Your Financial & Retirement Future

What is an alchemist? An alchemist is someone who transforms or creates something through a seemingly magical process. At our firm, we help people transform the potential outcomes of their financial and retirement futures through data, strategy, and logic. The magic that we offer is in our knowledge, experience, and the relationships we build with our people by helping them uncover their “why.”

Understanding your “why” can help answer these questions: What keeps you up at night? What gives your life meaning? How do you want to spend your time, resources and assets? How do you want to live out the rest of your life? Once we know your “why,” The Alchemists help to solidify a financial and retirement plan to support your goals.

Offering Robust, Big-Picture Services

We are a clearly focused, dedicated financial advisory firm with tremendous experience. We work tirelessly to support the people with whom we work. We continue to be the Financial Advisors of choice because we provide detailed, exhaustive planning and strategies through the following services.

Financial Planning

Risk Management

Investment & Wealth Management

Retirement Income Planning

Tax Minimization

Social Security Maximization

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Transforming your RETIREMENT future through our alchemic process

At The Alchemists, our team focuses on doing the “right thing” every day, for each and every person, whether they are an individual, family, business owner, near-retiree or retiree. Because everyone comes to us with a unique set of life circumstances and goals, it’s essential that we dig deep and get to know their “why” and then have candid discussions about their options. To help keep the process moving and the lines of communication open, we adhere to the following process:

1) Listen Intently

Get to know you and your goals and aspirations.

2) Assess Situation

Examine what you have in place and identify gaps or blind spots.

3) Propose Enhancements

Explore strategies to help reach your identified goals.

4) Implement Strategies

Put agreed-upon strategies in place.

5) Conduct Reviews

Monitor progress and adjust as your life evolves.

Ready to change the trajectory of your financial & retirement future?

Interested in learning more about how we can help you navigate the journey toward reaching your financial goals and dreams? Please contact us to schedule a complimentary, no-obligation consultation.

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The Alchemists & Margaret Koosa offer Investment Advice through Brookwood Investment Group, LLC, 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. Brookwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Additional information about The Alchemists and Brookwood Investment Group is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to Margaret Koosa and/or Brookwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Click here for full Disclosure.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

ARE-13256 | 22508-2022/12/28