3567 East Sunrise Drive
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 ourability to provide you with the best service.
Everyone Has A Risk Number.
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!
At Robinson & Shumaker Wealth Management, we pride ourselves in NOT being the everyday advisor. We do not base your portfolio solely on your age and put you in a metaphorical box.
Instead, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Backed by a combined 20+ years of experience, we believe this is the best approach to evaluate each client’s situations on a one-on-one basis. If you would like to schedule a FREE consultation meeting, start by completing our Free Portfolio Risk Analysis.
How About We Show You What We Do! Here Are Some Situations With Our Actual Clients!
A married couple with two children unsure if they are making the right financial choices.
A retired couple, living off their investments with worries of the future. Wanting guidance to make the right decisions.
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.