The Cobb Planning Group, a Registered Investment Advisor, is committed to high quality Retirement Planning and Estate Planning Services. To meet our clients particular needs, the Cobb Planning Group routinely collaborates with one or more Registered Investment Advisors, Attorneys, Chartered Retirement Planning Counselors, Registered Financial Consultants, Certified Long Term Care Specialists and other independent professionals to educate, motivate, and facilitate our clients towards the completion of proper Retirement Planning, Estate Planning and Tax Planning.
R. Douglas Cobb, RFC is the President and founder of the Cobb Planning Group. He is a Registered Investment Advisor, licensed in Insurance (CA license # 0576919) and is a Notary Public.
R. Douglas Cobb, RFC, CRPC
(RFC) Registered Financial Consultant
(CRPC) Chartered Retirement Planning Counselor
R. Douglas Cobb, RFC in his capacity as a Registered Investment Advisor, has assisted in the preparation of thousands of estate plans and trusts since 1979. Mr. Cobb is NOT an attorney and is therefore not licensed to practice law. All legal documents are prepared by an attorney thoroughly skilled in the preparation of Living Trusts and who limits his practice to estate planning.
Regularly speaking before public, business and professional groups, Doug has taught thousands of individuals on how to avoid probate and conservatorships, how to reduce or eliminate death taxes and how a Living Trust may be a very simple solution to a complex Probate system. Doug has the ability to convey this sometimes confusing topic in a very clear, concise and entertaining way.
Mr. Cobb is the founder of the Cobb Planning Group, a Registered Investment Advisor and holds the Registered Financial Counselor (RFC) designation. He is also licensed in California for Insurance (License #0576919). As an Investment Advisor, Doug helps retirees and pre-retirees learn about investing properly, preserving their assets and increasing their income. Doug has been married to his wife Paula, since 1974, has two children, Ryan and Rebecca and resides in Yorba Linda, California.
Our Firm’s Commitment To You
At The Cobb Planning Group, A Registered Investment Advisor, you will find a completely new experience in Retirement and Financial Planning. We have been educating people in Orange County for more than three decades on how best to protect their assets and invest prudently. We are independent and work for you, our client, not some big brokerage firm. We help people reach their most critical financial and life goals. We work with the latest financial technology and intellectual resources. Most importantly, we are a Fiduciary and must make recommendations that are right for you.
Proper Retirement and Financial Planning is a very personal process. It begins by attending one of our free seminars to learn the basics of how Wall Street has brainwashed the public and teaches the truth about investing. Then, we offer an initial interview where your individual goals and desires are explored and discussed, then continues through the drafting, review and implementation of your financial plan. At The Cobb Planning Group, we can guide you through this entire process comfortably and professionally.
At The Cobb Planning Group, we are committed to top quality, personalized Estate Planning at an affordable price. Toward that commitment, we have cultivated a referral network of uniquely qualified, independent professionals that can guide you through the entire process and to make it not only understandable but enjoyable.
Proper Estate Planning is also a very personal process. We suggest each client attend one of our free seminars to learn the basics of how the various documents including the Living Trust work together. Then, we offer an initial interview where your individual goals and desires are explored and discussed. When you are ready to move forward, a referral is made to an independent attorney for the drafting, review and signing of your Living Trust — the foundation of most Estate Plans. At The Cobb Planning Group, we can guide you and your loved ones through this entire process comfortably and professionally.
We look forward to helping you and your family realize the tremendous benefits of proper planning. We sincerely hope you’ll find that at The Cobb Planning Group, we not only provide you with the necessary information, but also with something too often forgotten in today’s world…. personal service.