RALPH S. ROBBINS, CFP^©

A CERTIFIED FINANCIAL PLANNING PRACTITIONER

specializing in

elder care and special needs planning

Ralph S. Robbins, CFP is a Certified Financial Planning Practitioner, an NASD Registered Representative, an NASD Registered Principal, and a Florida Resident insurance broker.

For 20 years he has specialized in counseling those in and approaching retirement on matters relating to financial planning, estate and tax planning, investment strategies, and risk management.

Born in Manhattan, Mr. Robbins was raised in Westchester County, N.Y. and attended Cornell University.  He currently resides and practices in Boca Raton, FL.

Geriatric and Special Needs planning is complex and ever-changing.  Ralph S. Robbins, CFP focuses his practice, education, and training on these matters.

Working with elderly clients everyday, he is uniquely qualified to help you with the complex issues your family is confronting.  You will have peace of mind knowing that your plan is being implemented by a trusted advisor.

Integrity

· Ethics - In all transactions, Mr. Robbins subscribes to the CFP Code of Ethics which requires that the client’s best interest always be served.

· Independence -   Your family will not be limited by proprietary arrangements. Mr. Robbins is free to select from the most competitive products and services.  

· Trust - In 20 years of practice, Mr. Robbins has never had a client complaint filed against him.

      Compassionate Guidance and Expertise

· Listening - It sounds so simple yet it is so important that your family know that their unique needs are valued and understood.

· Explaining -  Communicating complex arrangements, particularly to elderly clients, requires patience and compassion; in today's fast-paced environment traits not often found in an advisor.

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