Brickler Investment Services, Inc.

7031 Corporate Way, Suite 100
Centerville, OH 45459

Phone:

(937) 439-1232

Fax:

(937) 347-3560

E-mail:

shawn@brickler.com

A Foundation for Your Investment Future

Brickler Investment Services reception area with armchairs.

We consider ourselves a resource for investment ideas and income solutions. We seek a relationship where mutual respect and a desire to grow net worth are shared. A comfortable place you can relax and ask questions, never forgetting that it's your money we're talking about.

Call Kelly to schedule a "30 Minute Introductory Visit."

Find out how we support people who want "Investment Choices"

937-439-1232

Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators