Robert Lindstrom (CFP®, EA)

Robert Lindstrom focuses in the
following client markets or areas of practice:

Baby Boomers

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Robert's expertise is at the intersection of retirement and taxes, and he specializes in working with those retiring solo.

Does this sound like you?

-You're retiring solo and want a thinking partner

-You've saved and built a nest-egg, but need help turning it into income

-You're worried about making wrong decisions, and 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 some help deciding

-You want to follow a process that helps you navigate retirement with confidence, not anxiety

Book Your Intro Meeting

Additional 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.

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