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Expert in tax law and accounting
issues that impact
businesses & individuals

 
 

Financial Planning

Mr. Robbins' firm is a full-service organization, with a number of specialities including financial planning.

What is Financial Planning?

  • Creating order out of chaos.
  • A deliberate and continuing process by which a sufficient amount of capital is accumulated and conserved and adequate levels of income are attained to accomplish the financial and personal objectives of the client.
  • The development and implementation of coordinated plans for the achievement of a client's overall financial objectives.
  • Income tax planning, retirement planning, estate planning, investment and asset allocation planning, and risk management planning.

In a nutshell:

In the purest sense, financial planning is, quite simply, cash flow planning. It is planning to have available the amount of cash needed at the time it is needed (or in the hands of the desired person) to accomplish an individual's financial goals.


 
 

Serving Montgomery County, Maryland & the Washington D.C. area including these communities: Bethesda, MD, Chevy Chase, MD, Clarksville, MD, Gaithersburg, MD, Germantown, MD, Olney, MD, Potomac, MD, Rockville, MD, Silver Spring, MD