Smart Choices Today.
Financial Freedom Tomorrow.
^{- The Robinson Petronis Group -}

If you're in your 20's and 30's some questions you may have:

• Should I use Roth or pre‑tax retirement accounts?
• How do I save for my child’s college?
• How much life insurance do I need? 
• Should I use an Health Savings Account or Flexible Spending Account?
• How much of my income should I save each year?
• What should I do with employee stock options?
• Do I have too much high‑interest debt?
• Am I on track for my long‑term financial goals?
  

If you're in your late 40s to 50s, some questions you may have:

• "Am I on track for retirement and financial independence?"
• "Does it make sense to switch from Roth savings to pre-tax savings?"
• "When can we start enjoying bucket-list experiences?"
• "How can we fund our children's college education?"
• "Are we properly managing our debt?"
• "Is our estate plan up to date? Is it designed to protect our loved ones and our wishes?"
• "Do I need a trust?"
• "Do I need long-term care insurance?"

If you're in your 60s or older, some questions you may have:

• "Do we have enough to retire?"
• "What's the most tax-efficient way to withdraw funds during retirement?"
• "Do Roth conversions make sense?"
• "How can we minimize taxes?"
• "When should I take Social Security?"
• "Do I need long-term care?"
• "What insurance coverage do I need to manage risk effectively?"
• "What legacy will we leave behind?"
• "Do we need to redo our estate plan? Should we set up a trust?"
• "How can I plan now to avoid estate taxes?"