Help protect the people and things you care about

Life is full of twists and turns. Unexpected events like an illness or accident can throw even the best laid plans off course. You deserve the life you’ve worked hard for, so you’ll want to plan ahead so you don’t use up your hard-earned savings on emergencies.

Working together, we’ll help you prepare for the unexpected by talking about solutions like health, long-term care, disability income and life insurance. We’ll also discuss property and liability coverage. Preparing for the unexpected is just one of four key needs that we’ll plan for together using our exclusive Confident Retirement® approach.

Brock and Associates has added a Florida Location

We are excited to announce that Brock and Associates has a new office location in the Tampa Bay Florida area. David Cottrell, Financial Advisor is taking on the difficult task of moving beachside to help us expand our reach. Do you have any family or friends in Florida? We would love the opportunity to visit with them about what we do and how we can help navigate the financial markets.

Our Office is OPEN!! 2706 US 19 Alt, Suite 205 Palm Harbor, FL 34683 1-800-256-1118

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Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)