S. Robinson & Associates

How We Work Together

When you sit down with us we realize that your time is valuable. We promise to review your current situation and look at ways that you can improve your financial well-being.

When you meet with us we will

Identify your Financial Goals

a) What are your future needs?
b) What are your retirement goals?
c) What is the total amount needed to be invested?
Examine your Current Financial Profile

a) What is your annual income?
b) How much tax do you pay?
c) Is your Will up to date? (Professional review available upon request).
Find out your Investment Objectives

a) How much income do you need from your portfolio?
b) How is taxation affecting your income?
c) What is your Investment time horizon?
Look at your Investment History

a) What has been your investment historical performance?
b) Why are you changing investment advisors?
c) What is your tolerance for risk?
Special Considerations

a) Are there any restrictions you would like to place on investments? (such as no tobacco stocks).
Update and Monitor the Portfolio

a) Explain the reasoning behind making investment changes.
b) Disclose all costs associated in investing with us.