Michigan Retirement & Financial Services Group, LLC

A happy and satisfied client “ is the by-product of doing what is right to help guide them to financial security.” Anthony M. Brooks

Anthony is a licensed Retirement &  Income Planner as well as a Certified Mortgage Planning Specialist (CMPS) which means he has been trained, certified, and continues to participate in extensive on-going education. This ensures that the financial knowledge, inside information, resources and expert advice he provides to clients helps them make the right decisions in today’s environment. Anthony is the only CMPS in Livingston County and one of approximately six in Southeastern Michigan. Less than one percent of all mortgage professionals have attained this designation in the entire country.  With over 16 years experience in the financial and real estate industry – the benefits to the clients are tangible and always  help guide them to improve  thier financial position.  With over 2500 closed transactions, and 1000 very satisfied clients, he has the knowledge & understanding to deliver expert advice.

Anthony  has been a industry leader and a member of  the executive  management team at First Horizon Bank and other financial organizations. He undertook the challenge of becoming a “Certified Coach” for the mortgage industry and over the last 10 years has mentored  and trained over 50 professionals. Anthony has conducted continuing education classes for CFP’s (Certified Financial Planners) and keeps the real estate community up to date on key changes.  Anthony continues to take an educational approach to helping his clients. Working with each client to assure they understand the options available to them, and the details of how the process works. By removing these mysteries of the transaction, clients are empowered to make decisions that help them realize their financial goals.

Anthony has owned and operated several successful small businesses, been involved in real estate investments and still currently holds his builders license. As a Branch Manager and Industry leader, these experiences and excellent understanding of the “Entire Process”  assure the clients a, “no surprises” smooth transaction.  Having spent most of his life in Michigan, he understands the values and concerns that are unique to Michiganders.  Navigating through these current challenges, requires a industry expert – Anthony has a proven track record of being that expert.  He believes in “Doing what is right for the clients - not what is easiest”  Anthony is  a  proud member of the NEB - National Ethics Bureau and has submitted to finger printing , extensive background, credit and business practices  checks.

• CMPS professionals have demonstrated financial knowledge and expertise regarding the tax and financial planning implications of various mortgage and real estate investment strategies. Therefore, CMPS professionals can better advise you when it comes to:
  • Your single largest debt - mortgage
  • Your single largest asset - real estate equity
  • Life Planning needs and goals - cash flow
• CMPS professionals are trained to help you increase your cash flow
• CMPS professionals are skilled in helping you become debt free sooner and achieve true financial freedom
• CMPS professionals are equipped to help you profitably invest in real estate and protect you from mortgage and real estate investment scams
• CMPS professionals are qualified to help you implement mortgage and real estate equity strategies to help you save money on income, capital gains and estate taxes
• CMPS professionals are committed to help you improve your credit score and get the best deal on your financing
• CMPS professionals are able to explain the benefits and drawbacks of paying off your mortgage before retirement, and help you to determine which strategy works best under your individual circumstances
• CMPS professionals can guide you in implementing the best home equity and mortgage strategies for divorce situations
• CMPS professionals can help you implement a financial strategy to finance your children’s education
• CMPS professionals are equipped to better enable you to financially care for your elderly parents
• CMPS professionals are able to help you implement beneficial mortgage and real estate equity strategies before and during job or career changes
• CMPS professionals can help empower you to start or sell your business by implementing viable mortgage and real estate equity strategies
• CMPS professionals are able to recommend the proper financial strategies when you are ready to buy or build a vacation home
• CMPS professionals are committed, qualified and equipped to help you implement mortgage, cash flow and home equity strategies to build and conserve wealth when buying a home or refinancing your mortgage.
• CMPS professionals have pledged to follow a Code of Ethics