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Professional Money Management

Let our team help manage your money, so you can manage your life.

In today’s complex financial world, investing often requires fulltime attention. Since you may have many other responsibilities, a solution may be to team up with a professional advisor. This decision may alleviate concerns about handling complex financial matters in today’s rapidly changing economic environment. An ancient proverb tells us, "Plans fail for lack of counsel, but with many advisers they succeed".

Jeff Robinson, owner of Family Financial Services (FFS), in conjunction with Avantax Advisory ServicesSM (AVTAS) serves the investment management needs of middle to upper income individuals throughout the twin cities of Minneapolis and St. Paul. Through the objective selection of securities and oversight of AVTAS, Jeff is empowered to offer a broad range of client-centered investment portfolios.


This team works for you.

EXPERIENCE:   

Jeff Robinson and the professionals at AVTAS form a solid team of seasoned investment professionals, financial planners, and tax experts that have the experience and credentials (CFP, CPA, CFA, ChFC, ETC.) to provide investment counsel built on a foundation of time-tested principles.

AVAILABILITY:   FFS is on call for you. By limiting our number of client relationships, FFS is able to provide a high level of personal attention. Each Avantax Wealth Management account holder has 24/7 access to view their account via their Personal Financial Website at eMoney Advisor

OBJECTIVITY:   Jeff Robinson offers fee-based services and is not tide to any single financial institution or investment product. He does not sell any commissioned based products. Conflicts of interest are never an issue. 

DIRECTION:   Investing your resources is generally a good thing to do. Seeking counsel and consistently making wise investment decisions is a very smart thing to do. We believe that time tested principles under girded with discernment, years of experience, knowledge, and right motives are the ingredients of counsel you can trust. From the technical perspective, we are guided by the allocation techniques of Modern Portfolio Theory, developed by two Nobel Prize-winning economists.

We LISTEN!   In order to effectively manage your investments, we must understand your story.  Everyone has one. Yours is unique!  We ask the appropriate questions…then listen, very carefully.

PROCESS:   The Five Step Investment Planning Process is very client friendly.

  1. Determine the investment objectives and time horizons
  2. Developed the investment strategy
  3. Recommend and implement the portfolio
  4. Provide ongoing advice and portfolio re-balancing
  5. Review the performance report and communicate with your advisor regularly


CLEAR, CONCISE, AND PERSONAL COMMUNICATIONS  

Your investment progress is reported to you on a quarterly basis with easy to read color reports, which summarize your account history and portfolio performance. Our regularly scheduled meetings will provide us the opportunity to keep in touch with your life and your concerns. If at any time you want to check on your financial plan or account, your eMoney Personal Financial Website is available 24/7 with all of your information updated daily. Click here to view a short overview of eMoney.


VARIETY OF INVESTMENT PROGRAMS 

Numerous programs are available to meet the varying wealth management needs of our clients. Call us for additional information and arrange for a no obligation consultation!


MANAGED BROKERAGE ACCOUNTS  help simplify your investments:

  • VestAdvisor
  • VestAdvisor Select
  • VestStrategist
  • VestAccess


MANAGED BROKERAGE ACCOUNTS may offer the following benefits:

Consolidated management and reporting

  • Numerous accounts may be managed as one, reducing costs and providing greater potential for diversification.
  • One report for numerous accounts makes it easier to discern the overall performance of your investment.
  • Simplify tax reporting through consolidated 1099 dividend and capital gains reporting forms.

Portfolio construction to address your personal needs:

  • tax impact
  • time horizon
  • goals
  • investment objectives
  • risk and return balance

Eligible assets may include:

  • stocks, bonds, cash
  • up to 4,000+ allowable funds
  • closed-end funds
  • exchange-traded funds (ETFs)
  • wrap UITs, CDs, options (only covered call and protective puts)
  • advisory/institutional shares

Account minimums are dependent upon the selected management agreement.

    Biblically, Socially and Environmentally Responsible Portfolios are available.

    • Limitations and minimums apply.
    • Please call Jeff Robinson at Family Financial Services for details. 952.890.6611