Robinson & Associates

(704) 982-6700

Services

At Robinson & Associates, we provide assistance in the following areas:

Retirement Plans:

  • 401 (k) plans
  • 403 (b) plans
  • 457 plans
  • IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Profit Sharing Plans

Financial Planning:

  • Comprehensive Financial Planning
  • Fee Based
  • Hourly
  • Commission Based

Insurance:

  • Disablility
  • Term Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Long Term Care Insurance

Investments:

  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Managed Accounts
  • Fee Based Investments

 

If you would like to know more about our Products & Services, please contact us.