3567 East Sunrise Drive
Welcome To Robinson & Shumaker!
Everyone Has A Risk Number.
Knowing your risk number helps us ensure that your portfolio aligns with your investments, goals and expectations.
Using award winning technology and one simple questionnaire to get one number!
Do you know your risk number?
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.
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 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 40+ 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! Below Are Two Situations With 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.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
firstname.lastname@example.org | (520) 393-8990