J Diane Robinson, RICP® CLTC®
Independent Investment Advisor
Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:
Tax management
Investment management
Retirement strategies
Estate conservation
Insurance and annuity products
College planning
Social Security strategies
Other 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