Your certified financial planner™ practitioner at Family Financial Services (FFS) is qualified to assist families with the three fundamental areas of personal finance:
At FFS, your life is central to the planning process. The goal of our process is to help you achieve financial goals.
From family goals to monthly cash flow management and filing annual taxes, FFS assists you in managing your resources. Together, we can build a step-by-step plan for achieving life contentment, provision for your family, and the ability to retire with the freedom to choose how to live it out.
A case for Family Financial Services...
Unique? How so?
As founder of Family Financial Services, Jeff Robinson is currently the only financial professional in Minnesota or its four neighboring states licensed as a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), in addition to being certified by Kingdom Advisors (CKA®)**.
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Guidance You Can Trust
“In financial services, the conditions that make trust important — risk, vulnerability, and interdependence — are at play. If the outcomes of an action were certain, there would be no need to trust financial advisors.” Among other characteristics when selecting an advisor to work with, the advisor’s values and those held by the firms supporting the advisor are of utmost importance to some consumers.***
Jeff’s values are founded upon his strong belief in our free market economy while adhering to his Biblical perspective. As a result, he lives his life, operates his practice, and his counsel to clients is shared with contentment, confidence, gratitude, and hope.
The mission at FFS is to help you develop an approach to tax and finances focused on your life, personal values, and faith. Jeff will work hard to earn your trust and confidence. No pressure. Upon your approval, Jeff would be honored to work with you to establish and guide the development and implementation of your plan.
Jeff is a fee-based advisor to accomplish this, and over 99% of his revenue comes from fees****. Jeff will offer a service if, and only if, it is appropriate to your needs. Meet Jeff and experience trustworthy financial counsel without being pressured to decide.
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Strength Through Collaboration and Education
No man is an island, nor is any company. I believe the industry and educational partnerships I have chosen enhance my ability to address your tax and financial questions.
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Conveniently Located
Jeff’s office is located south of Minneapolis in Burnsville, Minnesota. However, FFS currently serves clients locally and in other states. Income Tax services are available for all 50 states. Please see the bottom of the page for more information regarding financial services offered in your state.
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*Investment services are offered by Jeffry Robinson through his affiliation with Avantax Investment Services.SM
**Results of a "Financial Advisor/Accountant/CFP®" search at the KingdomAdvisors.com web site as of 05/15/2018.
***Insurance NewsNet, Advisor news, Article by Domarina Oshana (September 1, 2022), “Consumers seek trust and results in advisor relationships”
****As reported by Avantax Wealth Management 12/08/2022.
