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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:

ContactUs@TheFinancialGroupOnline.com

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. 

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Estate Taxes

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

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