My Specialization

Robert’s client base is diverse. Many of his clients consist of both small and large business people, executives and sales professionals.  Many of Robert’s clients founded and now run their own businesses, worked their way up to executive levels and excelled above all in the sales profession.  While they are in many different industries, they share a belief in the future and in their respective abilities to influence that future. As business people, they realize the value getting quality help, which is why many of them rely on Robert to help them with their financial futures. 

          Robert specializes in the areas of;     

o   Employee Benefits, Small & Large Employer Health Insurance Planning           

o   Individual Health Insurance Planning, On & Off Health Exchanges

o   Medicare Planning

o   Risk Management and Insurance Planning

o   Asset Protection Planning             

o   Retirement Planning

o   Legacy Strategies