About Robert
I have been working in the financial services industry since college. Over these 23 years my love for this profession has grown every year. I get fired up gathering all my clients information and formulating a plan that fits their values. Nothing makes me happier than getting a call or email from a client saying "I just worked my last day and we're headed to Hawaii next week" My focus is on individuals and couples already retired or looking to retire in the next 5 years. If you can see retirement on the horizon and want to figure out the best way to get there, we would work well together. I am a voracious reader and keep on top of all the latest planning strategies. I've earned 3 industry designations - Certified Financial Planner ™ , Retirement Income Certified Professional™ and Chartered Financial Consultant™. My services cover all areas of the financial plan (cash flow, taxes, health insurance, income planning, long-term care, estate planning, required minimum distributions, gifting strategies), not just investments. I will help you make all the big decisions in retirement and be your partner for life.
Areas of focus
Credentials & background
Designations
Education
University of Northern Iowa
Clients served
Regulatory
- Firm CRD #297866
The firm
Here's the firm bio without any code: A dynamic and innovative law firm, committed to providing exceptional legal services with a focus on client success. Our team of experienced attorneys brings a wealth of knowledge and expertise across various practice areas, ensuring comprehensive and strategic solutions for even the most complex legal challenges. We pride ourselves on our client-centric approach, building strong relationships based on trust, transparency, and effective communication. We are dedicated to delivering practical, efficient, and results-driven legal counsel tailored to meet the unique needs of each client.
388 Cleveland Ave. SW New Brighton, MN 55112