Founding Partner
Retirement Planning Specialist
Robert has over 30 years of experience as a financial professional. His focus is guiding clients through a planning process that helps them achieve their goals – especially for retirement.
He works with all types of professionals and business owners to understand their priorities and concerns and listens to what they want to achieve. He uses a financial information organization tool called Asset Map ®. Asset Map ® organizes the client’s financial profile on one page. Further, this helps build the financial analysis to answer the questions such as: When can I retire? How long will my money last in retirement? What if we buy a vacation home? Should I pay-off the mortgage?
Besides his focus on retirement planning; Robert coordinates efforts with other professionals such as your CPA and Attorney and consults high net worth individuals in the areas of estate planning, eldercare planning, and business succession planning. The coordination of other professionals creates
what he calls your mini board of directors.
Robert and his firm of financial professionals care most about your values. Whether it is family, community or just having peace of mind; your values are just like ours. We too, are family members, hard workers and caring individuals.
Robert realizes that sometimes a person may feel they have all their financial matters in order and may not feel they need any services at this time – that is why our firm has a program called “A Second Opinion Resource” in which you can get a complimentary second opinion on your current financial plan.
Seminars:
Robert can present seminars for your employees or association members. Here is a partial listing of topics; “15 Myths Demystified”, “Enhancing Benefits-Pension Maximization”, “Social Security, Medicare and Long Term Care”, “Retirement Plans for Small Business Owners”, and “Financial Planning for Success”.
Education, Professional & Civic Affiliations:
Robert has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the successful receipt of a Certificate in Retirement Planning from The Wharton School, University of
Pennsylvania.
He is a graduate of Bernard M. Baruch College, City University of New York, MBA in Finance, ‘89.
Received his BBA at Bernard M. Baruch College, ’78;
maintains continuing education in the areas of Estate Planning, Business Succession Planning, and Retirement Planning.
FINRA Registrations: Series 6, 63, 65 and 7
Member of: The Greater Lehigh Valley Chamber of Commerce, Contributor to The United Way, The American Heart Association, The Tourette Syndrome Association, Inc., NFL Alumni/Helping Hands for Kids, Dr. Theodore Atlas Foundation, Children’s Hospital of Philadelphia (CHOP) and Raising the House.
Robert, his wife Ramona, and three children live in The Lehigh Valley, Pennsylvania