Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals. At Robertson/Das, Socially Responsible Investing we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
*Protection is positioned as an investment goal. Investing in certain securities may help to hedge against certain risks, but does not imply any guarantee from loss. Investments include risk including the potential for loss of principal. There are no guarantees that any investment strategy will meet its intended objectives.
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Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
How to help determine life insurance needs to provide for your family after you pass away.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The item most homeowners forget on their home improvement project checklist is insurance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Have you explored all of your choices when it comes to managing your taxable income?
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Changes are coming to Social Security on May 1st, 2016.
Smart investors take the time to separate emotion from fact.