Financial planning doesn’t just happen once. It’s an ongoing process. Robare & Jones offers expert guidance as you set and achieve each financial goal: accumulating wealth through building a portfolio, sending a child or grandchild to college, planning for retirement, preparing your estate, and more. Our asset allocation approach is tailored to your specific financial objectives, your time frame, and your tolerance for risk.

process

Collaborative Approach

Our investment decisions and recommendations are based on a balanced consensus among all of our asset managers about what is right for each individual client. This team approach allows our managers to learn from each other and to compare best practices, including conservative and innovative strategies.

The team approach means you can always reach a manager who fully understands your assets and objectives.
For our clients, the team approach means you can always reach a manager who fully understands your assets and objectives.  As a team, we thoroughly discuss investment characteristics and tradeoffs of a wide variety of investment alternatives and determine the role those alternatives play in reaching specific investment goals, encouraging clients to participate in the investment process.

Interactive Tools

We encourage an interactive process, helping you see and prepare for the future while allowing for the inevitable surprises. In addition to our ongoing in-person, phone and email communications, our process includes an online financial plan that allows clients to “play” with different financial strategies to better understand the trade-offs and benefits of each approach. In addition, our clients have access at all times to their online account for a comprehensive view of account balances, asset allocation, and more.

Learn More About Our Online Tools