GUIDING YOU TO AND THROUGH
RETIREMENT
Services
What we do
Ongoing Financial Planning
Investment Management
Our process is designed so you can evaluate our firm before ever committing a single dollar to an ongoing relationship. Find out how we can help before making your decision.
1- Get a One-Page Plan
This 60 minute meeting allows us to share our thoughts and observations with you and allows you to see how we will work together.
2- Get a Comprehensive Plan
This 3 meeting process will come with specific recommendations around retirement and other goals, investments, taxes, insurance, estate planning and company benefits.
3- Get Going
We will assist you in implementing your plan and follow a systematic process to stay on top of your finances and make sure you stay on track, don’t overpay taxes and optimize your investments.
Why Choose us?
Value you get
Transparent fees
Not hidden commissions
Collaborative process
Not one-sided instructions
Fiduciary all the time
Not just some of the time
Financial Planning
Not just investment management
Fully independent
Not affiliated with Wall Street
While our expertise can help most people nearing or in retirement, we do our best work at the intersection of retirement, taxes and investments. The more statements that describe you below, the better the fit we are.
- Retiring before 70, even more if before 65
- “Easing” into retirement, especially through self-employment
- Solopreneurs
- Widowed or Widower
- Divorced
- Inheritance
- You’re not close to retirement, but you save a lot and want to retire early (redistribute retirement)
Proud Member:
Proud Contributor
About me
Robert Lindstrom is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Enrolled Agent (EA), and founder of Provision Financial Planning, a Fee-Only financial planning firm. Robert is a full-time Fiduciary and never receives a commission of any kind.
