After surviving an emergency double-bypass heart surgery, I knew that my career and life needed to make a significant difference to others. This led me to follow in the path of my father, a retired Financial Planner that helped an untold number of families gain peace and financial confidence. I’ve also witnessed the success my own parents have achieved in their retirement years due to wise financial money management. As a result, I have a true passion and energy for ensuring individuals and families have peace of mind when it comes to their retirement income.
I create an in-depth partnership of trust and communication with each individual to ensure that every question and topic is covered. Including the IFW Retirement Roadmap, I utilize proven methods to eliminate the guesswork from retirement planning, so you will have the retirement you have worked so hard for and dream of.
I have authored several financial eBooks and lead an active and engaged Facebook Group (https://www.facebook.com/
Rob is based in the Orlando, Florida area and has clients located through the US.
LICENSES & ACCREDITATIONS
- Retirement Planner
- Life & Health Broker
- Wealth Coaching
AREAS OF EXPERTISE
- Tax-Free Retirement Income
- Infinite Banking/Be Your Own Banker
- Living Benefits
- Life Insurance
- Asset Protection