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
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.
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.