CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912

Financial Planning

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Your financial journey starts with a plan.

Developing a personal financial plan that matches industry knowledge to individual goals means clients are well equipped for the road ahead. 

Our advisors have the planning knowledge, skills and experience to identify and strategically address potential risks and opportunities in your life. We understand every investor has different priorities. We focus on providing objective advise, and as an independent wealth management firm, we have access to a myriad of investment vehicles to suit each and every client's unique needs. 

Additionally, Robertson Wealth Planning Partners stands apart, because we strive to help you identify and compare options objectively to provide the best choices moving forward. Fundamentally, we function as your very own personal Chief Financial Officer and we are here to educate you, so that you are able to make sound, informed decisions.

Education— is the essence of your financial plan.

When we partner with you to create your comprehensive financial plan we embark on our Robertson Process. And we'll be with you every step of the way. We look forward to helping you work towards reaching your dreams and to pursing a more confident financial future.

THE BENEFITS OF FINANCIAL PLANNING:

  • Helps identify risks; establish and prioritize goals.
  • Facilitates the anticipation of where financial needs exist such as, education and retirement needs; and where new risks may arise such as, long-term care, insurance and property and liability insurance on newly acquired major (lump sum) assets.
  • Plan establishes benchmarks within time frame where a comparison with actual results creates an early warning for deviations.
  • Encourages client to keep focus on achieving goals and objectives of plan which provides for more efficient utilization of resources.
  • Builds confidence that with clear direction, the client can accomplish their financial goals.

 

Let us design a plan for you. Schedule a complimentary initial meeting.

 

Have a question about Financial Planning?

Learn more about our Financial Planning services. Talk to an advisor today.

(281) 842-1229 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck