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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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