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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. 

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Impact of Inflation

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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