GUIDING YOU TO AND THROUGH
FEE-ONLY FINANCIAL PLANNING BY A FIDUCIARY FINANCIAL ADVISOR
Optimize Retirement Ι Lower Taxes Ι Improve Investments
Our Expertise is at the intersection of taxes and retirement. We do our best work with:
Our process is designed so you can evaluate our firm before ever committing a single dollar to an ongoing relationship.
1- Schedule an Intro
This 60-minute meeting gives us both a chance to see if our expertise is a match for the kind of advice you’re looking for. The only decision you have to make after this call is “Does it make sense for Robert to do a complimentary assessment?”
2- Complimentary Assessment
We’ll explain what you can do to optimize your retirement plan, lower your lifetime taxes and improve your investments. There is never a hard-sell and you can take as much time as you need to decide: Should I implement this myself? Should I hire a different advisor to help me? Should I hire Robert to help me?
We’ll dive deeper by going through the comprehensive financial planning process. Then, we’ll assist you in implementing your plan and follow a systematic process to stay on top of your finances.
What we do
Ongoing Financial Planning
Many life decisions are financial decisions and many financial decisions are life decisions. By collaboratively working together on an ongoing basis, we can regularly review your retirement income, make sure you’re not overpaying taxes and stay on top of your finances.
Investments are important and should be coordinated with the rest of your financial plan. We focus on the investor’s return and chances of meeting your goals rather than trying to guess which investments will outperform.
Why Choose us?
Value you get
I'm a Fee-Only CFP®. Here's why that matters.
Earlier in my career, I worked in parts of the industry that required me to sell products for a commission. Needless to say, it wasn’t a good fit – and it’s why I eagerly founded Provision Financial Planning as a Fee-Only firm. The only compensation I receive is from my clients, which allows me to be a Fiduciary at all times.
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a NAPFA-Registered Advisor, I complete 60 hours of Continuing Education every 2 years. As an Enrolled Agent (highest credential the IRS awards), I complete 24 hours per year on taxes. While there is some overlap, that’s a lot of formal learning!