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216 North Glendora Avenue
Suite 204
Glendora, CA 91741

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Robert Brock

(626) 264-8825

 
When Special Care Is Needed: The Special Needs Trust When Special Care Is Needed: The Special Needs Trust When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Consider These 3 Things Before Driving Off the Lot Consider These 3 Things Before Driving Off the Lot It May Be Time for a Financial Checkup It May Be Time for a Financial Checkup It May Be Time for a Financial Checkup

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Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Without any conflicts of interest we put your needs first.

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Helpful Content

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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