Brock and Associates, LLC
Brock and Associates, LLC is a fee-based financial planning firm. Since 1979, it has established an outstanding track record with clients ranging from successful business owners of public and private companies to professionals such as physicians, Certified Public Accountants and attorneys. Throughout that period, and especially since moving to St. George in 2003, the firm has served the specialized needs of retirees.
On our website you will discover more about who we are, our capabilities and services, and how we can uniquely help you in ways others can’t.
When we undertake a comprehensive tax, estate, and financial analysis we discover that our clients want real answers to help them in some or a majority of the following areas:
- Tax Strategies
- Estate Distribution Planning
- Estate Tax and Settlement Cost Planning
- Retirement Planning
- Asset Protection Strategies
- Investments and Asset Allocation Strategies, with a clear distinction between allocating assets that are non-securities versus securities
- Risk Management and Insurance Review and Analysis
- read more...
For more information on Brock and Associates, LLC, we encourage you to browse our website or contact us.
In Memory Of Steve C. Walton
It is with deep regret and sorrow that we have to announce the passing of Steve Walton. Steve has been a faithful and important part of the Brock and Associates family and will be greatly missed. Steve's optimism, cheerful attitude, and kindness will leave a lasting impact on our firm for years to come. We know that Steve has touched many of your lives as he has ours.
Steve was within one week of being released from the hospital after successfully receiving a liver transplant. Unrelated to the transplant, Steve sustained a brain hemorrhage from an unknown birth abnormality which ultimately took his life.
We mourn the loss of Steve and will miss his infectious laugh, unwavering optimism, and cheerful attitude.
For those interested in saying goodbye, the services will be held on Thursday, July 29th, 2010. The viewing is between 9:30 and 10:30 a.m. followed by a memorial service at 11 a.m. at the LDS Sandia Chapel located at 623 Sandia, Washington, UT 84780. Burial will be in the Washington, UT Cemetery. Friends may call the Pine View Mortuary 566 North Mall Drive, St. George, UT 84790 for additional information.
