CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912

Why Robertson Wealth Planning Partners?

10 Reasons to choose us: 

1. We specialize in working with clients just like you.

We will get to know you, building a rapport that fosters a healthy client-advisor relationship of trust with effective communication. We encourage you to share your opinions, request explanations and express your preferences. In return we promise to be forthright and open in all our exchanges with you, our valued client.

2. We care about people.

Committed to personally getting to know each and every client. We honor your values, needs, goals and aspirations, and as your career, wealth and life circumstances evolve we will also be there continuing to grow with you. We are genuinely interested in you.

3. We act as your personal chief financial officer. 

We help you identify, articulate and determine your goals. Then, we get to work designing a comprehensive financial plan, individualized to meet your goals and objectives. 

4. We maximize your best interest— at all times.

We embrace the responsibility to always place your best interest first, leverage best-in class services and products that are right for you. As part of our personalized client services, we also maintain the highest standard of professional ethics and responsibility.

5. We utilize cutting edge technology that allows us to be more efficient.

Keeping pace with the latest technology, also allows us to maintain safety and privacy where it matters most-- your financial future. 

6. We are flexible in our client-advisor relationship.

We will work with you to meet your needs and what your are comfortable with in your  plan. We work with your personal risk levels aligning them with short and long-term goals. In order to designing holistic, comprehensive financial plans consistent with your needs, goals and aspirations.

7. We develop resilient plans to prepare you for the future all around your busy schedule.

We are responsive and proactive. We understand the work-life balance can be tricky, we will make the time to meet with you around your schedule. 

8. We always take the time to listen to you, and make recommendations that will further the achievement of you goals and objectives.

Your best interest and meeting your needs, not our own, are at the forefront of all we do. We will select from leading-industry products and services to provide you options that have been well-researched, when offering academically sound investment strategies. You have the final decision.

9. We educate you on financial matters, so that you act in way consistent with your financial plan.

Knowledge— is where the power lies in building a secure future. Therefore, education is paramount. We take the time necessary to ensure you are well informed so that you are able to make sound financial decisions. 

10.  We are committed to personal and professional growth.

We embrace change, and as life-long learners, we continue to be inspired by innovation and education. Ensuring that we advance our profession's knowledge base so that we are best qualified to advise our clients. Robertson Wealth Planning Partners wants you to be delighted at every step of your experience with us.

 

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Have a Question?

Learn more about how we can help you achieve your goals and dreams. Start planning for your future today. We're here to help. (281) 842-1229 or contact us on line to learn more.

 

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