Fee-based financial and retirement planning
for affluent retirees in St. George, Utah

FREE Initial Financial Consultation

Protect Yourself in These Volatile Economic Times.

Find out what your estate planning attorney, tax advisor, and financial planner do NOT explain.

Use the form, at right, to request a FREE, NO-OBLIGATION financial consultation.

What Our Clients Are Saying:

“Brock passed the Bill O’Reilly test; he was definitely looking out for us.” –Roger Adams, client since 2007

“More alarming was that a full 2.0% move in interest rates could cost us almost a third of our bond portfolio.” –Bob Morse, client since 2009

“Out-living my money is something always on my mind. It just so happens that it’s foremost on the minds at Brock as well.” –Carol Johnson, client for more than 25 years

We Can Meet With You Regardless Of Your Location.

Worried that you do not live near our St. George, Utah office? We have clients all over the world that we meet with regularly. We are equipped and comfortable providing long distance retirement planning.

We Are Confident We Can Help You In A Significant Way.

The majority of the people we work with are able to save many times the amount of their financial fee. We are confident we will be able to find areas in which you can improve your situation.

If We Can't Improve Your Situation, We'll Bow Out.

After your initial meeting, if we feel that we can't help or improve your financial situation, we'll bow out of the arrangement, no strings attached.

Feel Free to Call Us.

Call 435-673-9599 if you would like to discuss your situation.