CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912


Robertson Process

At Robertson Wealth Planning Partners we focus on your specific circumstances, goals and risk tolerances to tailor our financial plans specifically to you. Understanding you first and foremost provides us the insight necessary to apply that knowledge to  strategies that most suit you. Our Robertson Process enables us to better understand you so we can work together as a team.

We bring simplicity and clarity to your financial life. 

We offer trust, integrity and professionalism applying the same commitment of personal attention with sound, objective financial and investment advice within our structured planning process.  The personalized program that we can provide is a roadmap to working towards a more secure financial future.

We make sure your unique needs are managed, and our trust-centered relationship is long-lasting and productive. 

Following our step-by-step Robertson Process,

we partner with you to build holistic, comprehensive financial plans:

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Steps 1 & 2

We meet with you to learn about your retirement needs and lifestyle.

  • Introductory and Discovery Phase
  • Identify and establish financial goals, needs and priorities as well as qualify your values and aspirations
  • Gather financial data that we process and analyze

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Steps 3 & 4

Present and explain our recommendations of financial strategies, making changes where necessary to accommodate client.

  • Plan Design Phase

Financial Planning

  • Custom design your personalized financial strategy
  • Develop a personalized portfolio analysis based on your retirement income goals and course of action

Investment Management

  • Develop your long-term investment strategy                                                                               
  • Outline investment objectives
  • Design asset allocation consistent with financial planning parameters and investment objectives
  • Determine security selection consistent with risk and return profile

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Steps 5 & 6

Implement, monitor and review your wealth plan and investments strategies to help you achieve your long-term goals.

  • Continuously monitor and adjust portfolio(s)
  • Maintain on-going communication to regularly review changes in life circumstances-financial situation, goals, and income needs
  • Monitor and analyze financial markets and news to keep you informed
  • Adjust plan as your retirement needs change
  • Meet on a regular basis for reviews and updates

Your next step to a bright financial future is contacting us, so we can get to know you better... A customized financial plan awaits you.

Find out how we can help you better prepare for your future. We're here to serve you. Call (281) 842-1229 or contact us.

 

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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