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Personalized Financial Services

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome!

As Estate, Insurance and Financial Planning professionals since 1972, we are committed to providing the best possible service for our clients.  Our services include financial and retirement planning, estate planning, insurance services and comprehensive investment review and management. For retirees, proper distribution planning of assets is critical.

We hope you find our website helpful and informative.  We have included dozens of articles on a wide variety of topics including investments, insurance, retirement & financial planning.  Also included are many types of financial calculators, the ability to request information or quotes, and contact us with any questions you may have.  Please take a few moments to browse around.  We welcome your feedback and any suggestions to make our site more helpful.  We appreciate your visit and your business.

Earl C. Robinson, Financial Advisor
CA Ins. License 0446781

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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