Robson Financial Legacies, LLC, is a Richmond based financial services practice.
Accumulation, protection, and security goals don’t just “fall into place” without strategic setup and execution. The process can be painstaking and it usually requires professional guidance. Robson has decades of experience in doing this.
Have you ever left a meeting totally confused about what was said?
It’s very likely that the conversation was jargon-heavy and unnecessarily technical. You should never leave a meeting with your financial professional in a cloud of mystery. Robson Financial Legacies, LLC prides themselves on effective communication in which they have listened well and clarified your concerns even better.
In general, these are the strategies Robson develops for its clients:
-Federal employee benefit consulting
-Strategies for closely-held businesses
-Estate conservation techniques
-Retirement strategies
-Investments
-Life insurance… all types
-Disability and long-term care insurance
-Educational funding products and concepts
-Charitable-giving strategies
Special Needs Planning is also a specialized area of estate planning in which they have considerable experience.
For information, go to http://www.RFL1.com