Robert Lindstrom (CFP®, EA)
Robert Lindstrom focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Entrepreneurs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We do our best work when our expertise matches the advice our clients are looking for. Since our expertise is at the intersection of taxes and retirement, we do our best work with:
-Retirees or Pre-Retirees who want to make work optional, especially before age 65
-People who want an ongoing and comprehensive relationship
-Diligent savers who have accumulated investments they need to turn into income in a tax-smart manner
Book an intro meeting below so we can see if we may be a good fit for each other.
Additional Information
Our process allows you to evaulate our firm before committing a single dollar.
1. Schedule an Intro - This 60-minute meeting gives us both a a chance to see if our expertise is amatch for the kind of advie you’re looking for. The only decision you have to make after this call is “Does it make sense for Robert to do a complimentary assessment?”
2. Complimentary Assessment - We’ll explain what you can do to optimize your retirement plan, lower your lifetime taxes and improve your investments. There is never a hard-sell and you can take as much time as you need to decide: Should I implement this myself? Should I hire a different advisor to help me? Should I hire Robert to help me?
3. Implement - We’ll dive deeper by going through the comprehensive financial planning process. Then, we’ll assist you in implementing your plan and follow a systematic process to stay on top of your finances.
NAPFA Start Date
September 16, 2016