12707 High Bluff Drive
"We wanted to make sure this hard-earned money would multiply to be able to have financial security in my golden years.
We worked diligently with Rob to put in place a ten-year wealth succession plan that gives me and my husband income for life, long term care protection, and 100% coverage of my pension if God-Forbid anything happened to me.
If you haven't spoken to Rob already, I highly recommend him!"
“As an Active Duty Military Officer in the USPHS, during a global pandemic, I am constantly on call with a 50 lb suitcase ready to be deployed, separated from family for extended periods of the year. For us, it was important to have a financial plan and advisor that can weather the storms, whether that be the ups and downs of the stock market, changes to tax law, or God Forbid, an unforeseen accident or illness.
Robert was flexible with his time, attentive to our needs, and is constantly providing value after we decided to engage him. I’d recommend him to those who are looking to have their finances secure and have financial peace of mind.”