What's New To Robinson & Shumaker!
We have changed firms!
It is with a strong sense of excitement that we announce our affiliation with Balboa Wealth Partners. Balboa Wealth Partners is a boutique Registered Investment Advisor that affords us every possible tool to manage our clients in the most efficient client focused environment available.
We are excited to begin this new relationship as we feel it will enhance our
ability to provide you with the best service.
Everyone Has A Risk Number.
What's Yours?
The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations.
Award winning technology
One simple questionnaire – One number
Make the first step to pursue your financial goals
Social Security questions?
We are here to answer all your Social Security questions. With our social security analyzing software, we can plan ahead for any situation.
Guiding you towards a more secure future!
How About We Show You What We Do! Here Are Some Situations With Our Actual Clients!

James and Rachel
A married couple with two children unsure if they are making the right financial choices.

Harry and Lynn
A retired couple, living off their investments with worries of the future. Wanting guidance to make the right decisions.
"PLANNING IS BRINGING THE FUTURE INTO THE PRESENT SO THAT YOU CAN
DO SOMETHING ABOUT IT"
-Alan Lakein
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.