Robert Lindstrom (CFP®, EA)
Robert Lindstrom focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Baby Boomers
- Business Owners
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Planning Specialties Robert's expertise sits at the intersection of retirement and tax planning. He helps lifelong savers navigate the Dangerous Decade — the five years before and after retirement — building an income floor that protects essential expenses and coordinating multi-year tax strategy to keep more of what you've saved. Does this sound like you? You've saved and built a nest egg, but need help turning it into income You're worried about making the wrong decisions, or outliving your savings You want to collaborate on the big picture, but delegate the day-to-day management You feel overwhelmed by all the decisions you have to make, and want help deciding You're retiring solo and want a thinking partner You want to follow a process that helps you navigate retirement with confidence, not anxietyAdditional Information
Your Retirement Roadmap.
This two-meeting process is designed to help you improve your chances for a successful retirement and experience what it's like to work with us. This will help you confidently decide if we're the right retirement thinking partner for you.
1. Schedule an Intro - During this 30 minute intro call, we'll find out if our expertise is a match for your retirement needs.
2. Complimentary Assessment - If we're a potential fit, we'll make you a Retirement Roadmap that will show you how you can hit your long-term goals and what it's like to work with us.
3. Implement - If you become a client, we'll begin implementing your plan together and get to work reviewing your tax, insurance and estate plans.
NAPFA Start Date
September 16, 2016
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.