Secure your financial future

Financial Planning

Seminars

Tax Preparation

Support At Work

Do you have questions about your money?

Many people live with unanswered questions about their personal finances such as these:

  • How much money will I need to retire?
  • What can I do to better manage debt?
  • How do I choose where to invest?
  • Is it possible to develop a budget – and stick to it?
  • Are my investment goals realistic?

Unanswered questions about money cause stress, family conflict, and sleepless nights.

We’ll help you find answers.

Even better, you can get answers without a hidden agenda or sales pitch.

At D. Robinson and Associates, we provide independent, fee-for-service financial planning help to people in several different ways – through Seminars, Individual Financial Planning, and at work through Employee Assistance Programs (EAPs).

Most important, our approach is different than that of most financial planners, since we focus on process, not on product. You owe it to yourself – and your family – to find out more.