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Our Services
Have you ever left a meeting totally confused about what was said? It’s very likely that the conversation was jargon-heavy and unnecessarily technical. You should never leave a meeting with your financial professional in a cloud of mystery. We pride ourselves on effective communication in which we have listened well and clarified your concerns even better.
In general, these are the strategies we develop for our clients:
  • Federal employee benefit consulting
  • Strategies for closely-held businesses 
  • Estate conservation techniques
  • Retirement strategies
  • Investments
  • Life insurance... all types
  • Disability and long-term care insurance
  • Educational funding products and concepts
  • Charitable-giving strategies


 
 
 Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Robson Financial Legacies, LLC and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer service and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

 

 


Check the background of this financial professional on FINRA's BrokerCheck.