Robert DeLucas (CFP®, ChFC®, MBA, RICP®)
Robert DeLucas focuses in the
following client markets or areas of practice:
- Baby Boomers
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
A fee-only, fiduciary advice firm located in Nashville, TN, our firm focuses on bringing confidence and clarity to financial decisions facing individuals and families as they navigate their journey through life.
Our firm offers low-cost, passive investment management, comprehensive financial planning, and has a specialized focus in tax-efficiency. While certain things are out of our control, understanding the long-term impact taxation has on a family's net worth is crucial to delivering top-notch service. We focus primarily on mid-career families and pre-retirees.
How much do we need to be saving? Are we on track for the goals we've set out to accomplish? How are we going to pay for college for our kids? Are there things we should be thinking about doing differently? Should our focus be paying down debt or maximizing contributions to our retirement plans? Family and work take all our time....how do we partner with someone to help bring control to the financial aspects of our lives?
These are questions we help families address regularly.
Our planning process is designed intentionally to help families proactively navigate life's changes. We revisit different areas of your plan three times per year to make sure every aspect of your financial life stays in balance at all times. Our mission is to bring the highest level of service to the families we work with and to go the extra mile to add value. Let's schedule some time to explore whether we can help!
Additional Information
An analytical thinker, I bring an innate passion for sound decision-making to my clients, especially in regards to their financial planning needs. I chose a career in financial planning because I enjoy providing individuals and families with the tools, knowledge and insight they need to look ahead to their future with confidence.
Born and raised in Birmingham, Alabama, I moved to Nashville in 1999 and attended Vanderbilt University, where I obtained a bachelor’s degree in engineering. A few years after that, I decided to go back to school and earn a master’s degree at Belmont University, later transitioning to a career in financial planning.
Before establishing Afton Advisors, I served as a financial representative at Peachtree Planning for more than a decade. As a Retirement Income Certified Professional® (RICP®), I’ve received extensive training on how to effectively manage the transition from asset accumulation to asset decumulation during one's retirement years.
My wife, Erin, and I got married in 2010 and have two children, Ryan and Madelyn. The only three places you'll find me are chasing them around a park or our house, working with clients, or on a tennis court.
NAPFA Start Date
September 20, 2019
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