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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

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

How Compound Interest Works

How Compound Interest Works

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

Principles of Preserving Wealth

Principles of Preserving Wealth

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

 

Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Business Solutions with Life Insurance

How can whole life insurance protect your business and reward and retain your key employees?

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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What Is the Dividend Yield?

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Long-Term-Care Needs

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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