Robert Lindstrom (CFP®, EA)
Robert Lindstrom focuses in the
following client markets or areas of practice:
- Baby Boomers
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Robert's expertise is at the intersection of retirement and taxes, and he specializes in working with those retiring solo.
Does this sound like you?
-You're retiring solo and want a thinking partner
-You've saved and built a nest-egg, but need help turning it into income
-You're worried about making wrong decisions, and outliving your savings
You want to collaborate on the big picture, but delegate the day-to-day management.
-You feel overwhelmed by all the decisions you have to make, and want some help deciding
-You want to follow a process that helps you navigate retirement with confidence, not anxiety
Additional Information
Your Retirement Roadmap.
This two-meeting process is designed to help you improve your chances for a successful retirement and experience what it's like to work with us. This will help you confidently decide if we're the right retirement thinking partner for you.
1. Schedule an Intro - During this 30 minute intro call, we'll find out if our expertise is a match for your retirement needs.
2. Complimentary Assessment - If we're a potential fit, we'll make you a Retirement Roadmap that will show you how you can hit your long-term goals and what it's like to work with us.
3. Implement - If you become a client, we'll begin implementing your plan together and get to work reviewing your tax, insurance and estate plans.
NAPFA Start Date
September 16, 2016
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