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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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Services

We create strategies tailored to your goals

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Without any conflicts of interest we put your needs first.

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We enjoy building trusted relationships that span generations.

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Helpful Content

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Encore Careers: Push Your Boundaries

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Ascertaining the value of your business is important for a variety of reasons.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Term vs. Permanent Life Insurance

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Here are five facts about Social Security that are important to keep in mind.

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This calculator can help you estimate how much you should be saving for college.

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Estimate how much of your Social Security benefit may be considered taxable.

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Principles of Preserving Wealth

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

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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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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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Here are five facts about Social Security that might surprise you.

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Here’s a crash course on saving for college.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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