3567 East Sunrise Drive,
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.
"PLANNING IS BRINGING THE FUTURE INTO THE PRESENT SO THAT YOU CAN DO SOMETHING ABOUT IT" -Alan Lakein