CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912

Wealth Planning

Building a secure future, starts with a plan. We'll help you get there.

Managing your assets with dedication and integrity is critical to achieving your financial goals. As your trusted consultant, Robertson Wealth Planning Partners is dedicated to ensuring your wealth planning is consistent and integrated with other key financial events in your life. We will work closely with your accountants, attorneys and other professionals to develop strategies consistent with you goals and keep you fully informed at all times.

Our comprehensive, holistic financial planning, advisory and wealth management services is aimed at reflecting our philosophy-- making people's lives better by helping plan for your future. Our wealth planning goals:

  • to improve your standard of living
  • maximize your wealth
  • protect your family
  • plan for education
  • prepare you for retirement
  • preserve your estate

​The greatest service we can provide our clients is helping them gain clarity around their goals and to diligently focus their resources to attain these goals.


FINANCIAL PLANNING

At Robertson Wealth Planning Partners we focus on a personalized and holistic approach to financial planning with thoughtful and thorough attention to your comprehensive needs. Recognizing this, we build resilient financial plans that serve as a tool— raising clients' financial awareness and empowering them for better financial decision-making.

Holistic approach- examines your time horizon, investment objectives and other factors specific to you. 


RETIREMENT PLANNING

Retirement often represents a significant financial milestone that individuals or families need to plan for during their lifetime. Accumulating assets for a comfortable retirement requires wise planning. 

Our multigenerational team at Robertson Wealth Planning Partners range in age from the 40s to 70s, and are able to provide you the personalized attention that best matches your lifestyle and career phase.


RISK MANAGEMENT

Our focus at Robertson Wealth Planning Partners is to provide financial strategies that align your finances with the goals and dreams you envision. We specialize in working with clients just like you (Gen X, Gen Y, Millennials).

We partner with you to evaluate and understand your risk tolerance to ensure your financial plan and investment strategies align with your comfort level of risk.

Risk tolerance is a combination of: ability (objective measure based on clients financial profile) and willingness to accept investment risk as well as commit money over time to reach investment goals (subjective measure psychological in nature).

Risk management is a dynamic process— as you grow through the different stages of life, your needs also evolve. Therefore, we will continuously monitor your risk tolerance and portfolio risk through regular communication and formal reviews to make certain your portfolio is working as designed. At Robertson Wealth Planning Partners we do not attempt to fit our clients into a cookie-cutter model, but instead design portfolios that meet their specific goals and objectives.


EDUCATION PLANNING

Robertson Wealth Planning Partners will help you determine saving strategies to help families achieve education funding goals for their children.


ESTATE PLANNING

Personalizing your financial plan requires a coordinated approach.

We will collaborate with your attorney, CPA, and other advisors to develop and implement effective strategies that are consistent and align with your desired goals and objectives.

 

Have a question about Wealth Planning?

Talk to an Advisor Today! It's never to late to plan. We'll help you get started. Send us an online message or call (281) 842-1229 

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Our Services


 

 

 

 

 

 

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