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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.

Visit Our Website

NAPFA Start Date

September 16, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in 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.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in 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.

Submit