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Services Overview

Senior Couple

Perspective Makes A Difference...

          ...it may be the difference you are looking for.   

Our founder, Jeff Robinson, is currently the only financial professional in Minnesota to be licensed as a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), in addition to being qualified by Kingdom Advisors. And as a fee-based financial advisor, Jeff receives no commission incentive to recommend any financial product or strategy over another –removing any potential conflict of interest.

In addition to providing credible advice, Jeff takes his client relationships one step further by offering proactive, personalized service. He knows each of his clients, and are committed to earning their confidence and trust.  You can count on Jeff in conjunction with his business partners to provide you with quality:

 

The above services may utilize some or all of the following additional services and products:

  • Mutual Funds* (No-Load)
  • SIMPLE IRA*
  • Rollover IRAs*
  • Traditional IRAs*
  • Roth IRAs*
  • Charitable Gift Planning*
  • Biblically Responsible Investing (BRI)*
  • Divorce considerations, tax and division of assets
  • Marriage considerations, tax and combining of assets
  • Employer Plan Asset Allocation Analysis*
  • SEPs (Simplified Employee Pension)*
  • Education Planning*
  • Cash Flow, Net Worth, and Debt Analysis
  • Mortgage Analysis and Recommendations
  • Tax Planning
  • Tax Preparation
  • Investment Planning*
  • Small Business Retirement Plans*

*Securities offered by Jeffry Robinson through H.D. Vest Advisory Services SM.