Independent Financial Advisor in Brooksville Florida
If you’re searching for an independent financial advisor in Brooksville, Florida, you’re probably looking for real guidance—someone who can help you make smart decisions with your money without pushing one company’s products.
At Mintco Financial, we work with individuals, couples, and retirees in Brooksville and throughout Florida with virtual meetings and in-person appointments. Our goal is simple: give you clarity, confidence, and a plan you can actually follow.
What “Independent” Means (and Why It Matters)
An independent advisor isn’t tied to one bank or insurance company. That matters because it allows you to:
Compare options across multiple providers
Avoid “one-size-fits-all” recommendations
Get advice that’s focused on your goals, not quotas
In plain terms: more choice, more transparency, and a plan built around you.
How We Help Clients in Brooksville
People typically reach out when they want help with:
Retirement planning (income strategy, taxes, and timing)
401(k) rollovers and IRA planning
Social Security decision support
Life insurance and family protection planning
Investment strategy aligned with your risk tolerance
Long-term care and healthcare planning for retirement
Whether you’re years away from retirement or already there, having a clear strategy can make a big difference.
Who We Work with Most Often
We commonly help:
Families who want to protect income and build a plan
Pre-retirees (50–65) who want to know “Am I on track?”
Retirees who want more predictable income and less stress
Anyone who wants a second opinion on their current plan
Virtual Meetings or In-Person
You can meet with us:
Virtually (easy and convenient from home)
In person (if you prefer face-to-face)
Either way, you get the same personal approach—clear explanations, no pressure, and practical next steps.