Robinson Financial Associates, Portland,ME
We are an independent, fee-only financial planning & investment advisory firm located in Portland, ME.
Our approach to your finances is comprehensive and holistic. Working together, we will:
Set feasible financial goals focused on meeting your needs and making your dreams a reality
Execute an investment strategy based on your goals and concerns
Create a plan to achieve your retirement security
Analyze your cash flow relative to your expenses and goals
Minimize your income taxes by incorporating tax planning into your decisions
Address your insurable risks in a cost effective manner
Create an estate plan to benefit your loved ones and desired bequests
Establish an education funding savings plan
Develop additional financial planning strategies to meet your unique goals, challenges, needs and dreams
Our approach to your finances is comprehensive and holistic. Working together, we will:
Set feasible financial goals focused on meeting your needs and making your dreams a reality
Execute an investment strategy based on your goals and concerns
Create a plan to achieve your retirement security
Analyze your cash flow relative to your expenses and goals
Minimize your income taxes by incorporating tax planning into your decisions
Address your insurable risks in a cost effective manner
Create an estate plan to benefit your loved ones and desired bequests
Establish an education funding savings plan
Develop additional financial planning strategies to meet your unique goals, challenges, needs and dreams