Robinson & Associates is a comprehensive financial services consulting firm committed to helping you achieve your financial goals. Our customized programs are designed to grow, accumulate, enjoy, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (704) 982-6700. We look forward to hearing from you.
"Helping People Retire Well"
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Healthy habits are one of the greatest gifts to give your child.
An increasing number have been developed to help individuals with their personal finances.
Lifestyle considerations in creating your retirement portfolio.
A collection of tips from professional travelers.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know how to set up your financial goals for success? This knight does.