J Diane Robinson, CLTC®

I am a Registered Representative with Innovation Partners, LLC and an Investment Advisor with IP Financial Advisory Services, LLC – a diversified financial services and consulting firm. I am also certified in long-term care CLTC®.

An important aspect of my business is assisting business owners and executives in making the crucial decisions that can secure the future of their companies. Businesses need effective tools and strategies to help them protect and grow their companies, to hire and retain an engaged and competent workforce, and to ensure compliance in today's challenging environment. 

Helping individuals and families work towards realizing their financial goals is another important aspect of my business. Financial planning is often perceived as a service for the wealthy and super-wealthy. Coming from a blue-collar background, I  know that people who don't have millions of dollars saved for retirement, college, or other financial goals need financial guidance, too.

Understanding the unique needs and goals of each client or business before making any recommendations is essential to my financial planning process. As an independent financial advisor, I receive no financial incentives to recommend one investment or product over another. I, however, work with other companies, like Compliance401K and Plan Confidence, to add valuable services that my clients need and that other advisors may not be providing.

I am the owner of Robinson's Computer Services, which assists small businesses in automating work processes so they can become more efficient, competitive, and profitable, 

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Services and Products:

• Business Planning: Protection, Succession, and Supplemental Retirement
• Financial Planning: College, Retirement, and Social Security
• Financial Products: Annuities, Employee Benefits, Life Insurance, and Long-Term Care
• PlanConfidence: Provides personsalized and ongoing advice for individual 401k, 403b and TSP plans.
• Compliance401k: Provides plan IRS Code 3(16) fiduciary oversight to ensure plan sponsors meet all requirements set forth by the IRS and Department of Labor.
• Advisor Credit Exchange ACx:  Pre-qualified credit offers through a select and dedicated network of lenders.
• Flourish: An online, invitation only platform which provides innovative access to financial products:
  • FlourishCash: 
    • Competitive rates
    • Unlimited transfers
    • No minimums
    • Increased FDIC insurance through Program Bank
  • FlourishCrypto: A simple and secure way to invest in crypto
    • 24/7 trading
    • Easy funding
    • $100 trade minimum
    • 1099-Bs

 Community Involvement: 

• All Abilities, Inc – Board of Directors
• Business Women Connect – Member
• HR Association of the Alleghenies – Member
• InfraGard National - Member
• International Association of Women – Vice President, Pittsburgh Chapter
• National Association of Tax Professionals - Member
• National Association of Women Sales Professionals
• P.O.W.E.R. Professional Organization of Women of Excellence Recognized
• Purse Strings Approved Professional
• Robinson's Computer Services - Owner/Founder
• Westmoreland Human Resources Association – Member