At Robson Planning Group our mission is to provide our clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership.
We know that managing your wealth and planning for important goals like retirement, estate planning or the sale of a business can be complex and time consuming. Sound decisions require extensive research, expertise and coordination across multiple financial disciplines. And effective outcomes require a partner you can trust to bring the right experience and resources to bear as you pursue your individual goals.
At Robson Planning Group, we define our success by assisting you in pursuing your goals as we afford you an opportunity to experience wealth planning on an entirely new level.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Can you keep up with your children’s mobile slang?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
It's important to understand how inflation is reported and how it can affect investments.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?
Do you know these three personal finance sayings?
The market is as unpredictable as the weather. We’d love to help you prepare.