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The Financial Group

21700 Copley Dr., Suite 160
Diamond Bar, CA 91765

Phone:

909-860-7527,

800-7-Wall St

Fax:

909-860-7537

E-mail:

Robert A. Brooks
Principal/Managing Director

Clock face reflecting on a keypad

Today's investment and financial climate comes with many challenges as well as opportunities. At The Financial Group, our mission is to help clients navigate the challenges while taking advantage of the opportunities by providing them with three key tools: 

   1. A clear understanding of their financial objectives
   2. A well-defined roadmap for pursuing those objectives
   3. Periodic reviews and advice to help adjust their roadmap when their needs change

Our emphasis is on money management and retirement planning, though our services cover many areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in investment planning and in helping our clients develop a cohesive financial plan that fits their unique needs and enables them to work towards both short- and long-term objectives.

On our web site, you'll find valuable information for evaluating your current position and progress toward financial objectives. We offer informational articles that outline financial concepts and highlight strategies designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our web site often, as our content is constantly changing.

For help with your financial management or for more information on The Financial Group, please contact us today. 

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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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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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate the future value of your current savings.

How much will it cost to pay off a loan over its lifetime?

This calculator is designed to help you attach a dollar figure to your life’s work.

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