Discovery / Free initial consultation

During our first consultation, you will get answers to the following questions:

  1. How much do I need to save to retire?
  2. When can I retire?
  3. How long will my money last?
  4. Will my portfolio protect me from a financial disaster?
  5. How much can I afford to spend?
  6. How do I live off my assets?
  7. Are my investments properly diversified in my portfolio?
  8. Am I on track to have the assets needed to meet my life goals?
  9. Can I afford to give to my children or give to charity?

Robinswood Financial:

Office: (425) 296-1611

Toll Free: (800) 671-1153

Secure Fax: (425) 296-1612


3425 Carillon Point
Building 3000, 4th Floor
Kirkland, WA 98033