A Wealth Management Company

Providing Creative Financial Strategies

 

Robinson Financial Group's

goal is to map out a strategy

designed to accomplish your

desires, by providing a more

efficient approach to help you

build, protect and preserve

your wealth.

How Secure is Your Financial Future??

Robinson Financial Group, Inc. is committed to helping you reach your financial goals using a Five-Step Financial Planning Process. It is our goal to build a strong relationship with you - based on honesty, integrity, and trust. Our entire staff is committed to providing excellent customer service. Please give us a call today to get started on the path to securing your financial future!

Specializing in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future. Some of these questions may include:

  • Will I be able to retire early?
  •  How can I maximize the return on my investments while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability insurance? What about long-term care insurance?
  • How can I ensure that my heirs will receive the maximum amount from my estate?
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

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