CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912


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Diligent. Dynamic. Dependable.

Planning for one's financial future can be complex, overwhelming and intimidating. We keep it simple. 

What's important to us, is to take the time to get to know you in order to fully develop a plan for your future— the life you envision. We will walk you through our step-by-step Robertson Process to develop your customized financial program. Educating you along the way to foster ease and clarity; our process will help you feel confident in your decisions.

At Robertson Wealth Planning Partners we do not believe in "one size fits all" model of financial strategies. We understand ever client is unique, and that requires a personalized approach. Therefore, every effort is made to understand you and your unique situation.

Our “all about the client” approach is second to none.

We provide the individualized care and attention that you deserve and expect. Deeply committed to personally getting to know you, we honor your values, needs, goals and aspirations, and work to know you as your career, wealth and life circumstances evolve. Cultivating long-term, meaningful relationships is integral to our client-advisor partnership. We will help you realize your goals through a supportive and collaborative partnership.

Our clients' best interest first, always.

Robertson Wealth Planning Partners promises to always put your best interest first, as we work diligently to create customized strategies that best serve you— the client; your specific challenges, and that help you pursue your goals and dreams. 

Once your goals have been established, we customize appropriate strategies to suit your vision and objectives. After we have agreed on an approach and set up your account, we will monitor your portfolio continuously and get together with you to review your plan annually.

We offer a wide range of financial products and services to self-employed individuals, professionals, practitioners and small business owners. We can help you execute a sound financial program utilizing the following comprehensive products and services:

  • Tax advantage strategies
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and Annuity products
  • College Planning

One of the benefits of working with us is our ability to provide clear, easy to understand explanations of financial products and services

 

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Interested in learning more about how we can help you apply sound financial solutions to a complex financial life?

 

Before we can build a plan to help you meet your financial goals, we'll need to know a bit more about you. In this short exercise you will answer questions about yourself and your future objectives.

Then, request a consultation so that together, we can build a plan that will help you get there. 

 

Have a question about out firm or the range of services we provide?

Learn more about us, and how we can help you plan ahead for the future. 

(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