Thank You for Voting Us #1 for Financial & Investment Advice In North County for 2016*
Getting Started

Zero-Cost Meetings With Our Financial Advisors

We understand the meeting with financial advisors can feel like a daunting task, but it is also a very important step to get on the right financial track for your future. With this in mind, STEVE ROBBINS, CFP® makes it as easy as possible for you to meet with us. One way is by providing meetings that are free of charge.

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Initial Consultations

Our financial advisors will typically hold one to three initial consultations (free of charge) with potential clients for both parties to determine whether or not we are a good fit. The introductory meeting generally lasts 1-1.5 hours and is an opportunity for you to gain information on our background and services, as well as relay information about your financial and/or retirement goals and objectives. We will also generally collect information to begin implementing your financial/retirement income plan.

Planning Your Goals & Needs

This plan is used as a guide to determine if you are on track to meet future goals and income needs throughout your retirement years. While used mainly as a retirement income need analysis, the plan takes into account every facet of your finances, including tax planning, estate planning, Social Security maximization, and life insurance needs, to name a few. We offer one no-cost, no-obligation financial plan for everyone we meet with.

Detailed Analysis

A second meeting will entail a detailed review of your Retirement Analysis, followed by our recommendations for your retirement savings and investment accounts. These recommendations will include a briefing of our wealth management services, as well as an Investment Proposal explaining how we would manage your hard-earned retirement savings. This proposal also offers a comparison of your current portfolio to our recommended portfolio.

Opening Your Accounts

During the final appointment, if you so choose to work with us, we make the transfer process quick and easy. We will open accounts in your name at a third party institutional custodian, where your investments will be transferred and safeguarded. We will arrange for your positions to be quickly and easily transferred from your current institution directly to your new one; in most cases, you need to do nothing more than endorse the forms. You should not even need to make a phone call; we prepare the direct transfer forms and follow up on progress for you each step of the way.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment Advice offered through Steve Robbins, Inc., a Registered Investment Advisor. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Steve Robbins, Inc. only transacts business in states where it is properly registered (currently Illinois, Missouri and Texas), or is excluded or exempted from registration requirements. Information on this website is directed toward U.S. residents only. 
Information on this website is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
The content of this website should not be construed as legal, estate planning, or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law.
Articles in the Information section of the website were prepared by a third-party journalist who is not affiliated with Steve Robbins, CFP. Information on this website does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.

*We were the recipient of the Best of North County Award for financial and investment advice in 2016. As voted by over 4000 residents and Community News readers in the following zip codes: 63031, 63033, 63042, 63135, 63136, 63138, 63032, 63034. The Community News ran this annual voting process for eight consecutive weeks in January and February 2016.