In addition to managing wealth, The Robinson Petronis Group provides in-depth financial plans for their clients. Over the last decade, planning has become a very common buzzword used in the industry. The Robinson Petronis Group believes that developing a financial plan is critical. However, we disagree with the exorbitant cost some other advisers charge to create these plans, and because of this, The Robinson Petronis Group provides planning at no additional cost. It is a very detailed and personal process, so we let our clients choose if they would like to go through a plan. The main areas of focus are listed below.

In short, our planning conversations involve figuring out a strategy to get from Point A to Point B. Once that strategy is implemented, the client is required to participate in at least one review per year. This review gives the team the opportunity to update the plan and track the progress towards the set goal.