Robert Lindstrom, CFP®
Are you looking for an advisor who:
- Is Fee-Only and not compensated on commission?
- Is a Fiduciary at all times, not just some of the time?
- Planning-driven, instead of treating it as a “value add?”
- Focuses at the intersection retirement, taxes and investments.
- Is a Certified Financial Planner™ (CFP®)?
- Is truly independent, with no commission conflicts?
- Is also the founder of the firm?
- Knows your entire situation, with no 800 numbers?
- Manages personalized portfolios, not just cookie-cutter models?
- Considers your entire financial picture instead of just “risk tolerance”?
SEE IF WE'RE A GOOD FIT
1- Schedule an Intro
As a small boutique firm we can’t be everything to everyone, and are not a good fit for the majority of people, but we can provide tremendous value for those who are. Determing our fit for each other is the primary purpose of this 45 minute meeting.
2- No-Cost or Obligation Audit
In this 90-minute meeting, we will demonstrate how we work by analyzing your financial situation, including a review of all your documents, and sharing the top risks and opportunities you have.
3- Become A Client
If we think you’re a good fit, we’ll invite you to become a client. Then you will decide if you think we’re a good fit for you. If either of us doesn’t think it is a good fit, we’ll help point you in the right direction.
ADVICE
- Planning Driven - we can't predict but we can prepare
- Personalized portfolio matching your unique priorities
- Lower your lifetime taxes
- Protect your assets
- Secure your financial legacy
TYPICALLY A GOOD FIT
- Retiring/Retired
- Have been divorced
- Have lost a spouse
- Have received an inheritance
- Self-employed professionals
