P. Lewis Robinson, CPA
“I am dedicated to working with clients to maximize retirement benefits for themselves and their families. I believe clients need someone to hold them accountable and assist them in providing the financial resources at retirement so they can maintain a lifestyle somewhat comparable to what they had while working.”
Retirement Planning, Insurance & Annuities
- Assisting clients solve their retirement income puzzle
- Assisting clients generate predictable & reliable income during retirement
- Coordinating retirement savings, Social Security benefits, pension and other income sources
- Offering security and peace of mind knowing that a significant portion of your retirement income is protected no matter how the financial markets and the economy perform
- Offering proven ways to minimize income taxes during your retirement
My retirement income planning expertise and unique software will give you specific written answers to the above items for your entire anticipated retirement horizon. This service is more than just offering advice on how or where to invest your assets. I will help you develop your strategy; specific financial choices will depend on the strategy. This is a comprehensive complete written overview of your projected retirement picture.
The initial consultation is of no cost to you. Send an email to
Lewis@YOYORetirement.com or call 678-304-6808 to schedule a consultation at my office or a Live Individual Webinar Presentation.
