How have you fared following the retirement advice of your current broker, financial planner or attorney? Were you out of the real estate market in 2006? Were you safely out of the stock market in 2008? If not, maybe it's time to listen to someone else like Brock and Associates.
We not only have a clear view of the worldwide economic dominos that have fallen and will yet fall that will dramatically affect your retirement, but we have specific, innovative strategies for asset protection and wealth management-many that are not widely known or understood by most retirement professionals. In other words, we see the problems and the answers.
We focus on building trust through education, providing guidance from well-credentialed, deeply-experienced associates, and promise concierge-level of service to each client.
In a nutshell, there are six benefits that make us different:
- Unique strategies for asset and wealth protection
- In-depth education so you can make informed decisions
- Independent thought and recommendations-we represent over 40 different providers
- Credentialed associates-multiple industry-recognized credentials per associate
- Client-centric vs. product-centric-Most financial advisors sell policies. We sell an asset protection solution
- Offer an ever-expanding spectrum of services
Whether you're committed to making a change now or are just curious about strategies that could supplement existing retirement plans, please contact us immediately for a free-consultation at 435-673-9599 or by filling out our Free Initial Consultation Form.
Regardless of your situation, please take a minute to take our FREE The 34 Most Common Mistakes Retirees Make Quiz. Think of it as a quick way to discover the strengths and weaknesses of your current retirement plans.