Let our clients tell you why!!
I attended a school presentation that Robin held several years ago. It was very informative and eye opening to both my husband and I. In my 23 years of teaching I have had the opportunity to hear many financial professionals speak but no one had explained my options for supplementing my STRS pension in a clear and concise manner as Robin did. Needless to say, Robin now handles all of our retirement for us. We trust her implicitly, and have recommended our family and friends to her and they as well, are very happy.
G. C., Community College Professor
I have found Robin to be very trustworthy, honest and very diligent in her work, without being “pushy.” She is very good about keeping me abreast of current trends and issues that my affect both my personal and business accounts. I have been with her for over 4 years now and I know I can count on her anytime for honest answers.”
R.C. Small Business Owner
I met Robin over 3 years ago at a CalRTA Luncheon. She was our guest speaker regarding retirement issues. Since that time, Robin has worked with me to protect my retirement assets from the market fluctuations over these past 2 years. She prepared a full retirement plan for me so I know what my income will be over the course of my life. I consider her to be the person I turn to for my retirement financial advice.
L.B. Retirement Teacher
Robin was able to get me medical insurance when other agents couldn’t. That’s because she is a broker and could reach out to many different companies all for me. Because of her, my family and I now have medical insurance.
E.R. – Self-employed