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Financial Planning*

and income Tax Services

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Family Financial Services... Unique in the industry, dedicated to the family, specialist in planning, professional money management* and taxation.

Your certified financial planner practitioner at Family Financial Services (FFS) is qualified to assist families with the three principle areas of personal finance:

At FFS, your life is central to the planning process. The goal of our process is to help you achieve life contentment.

From family goals to monthly cash flow management and filing your annual taxes, FFS is uniquely positioned to help you manage 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 a 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 it's 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.

To accomplish this, Jeff operates as a fee-based advisor and over 99% of his revenue is 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 make a decision.

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Strength Through Collaboration and Education

No man is an island; nor is any company. My unique ability to help you address your tax and financial questions, I believe is strengthened by the industry and educational partnerships I have chosen to embrace.

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Conveniently Located

FFS is located just 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 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.

Client Centered

Client Centered

What do you see in the faces of this couple? What do they see in the ultra sound images? I see love, joy, and hope in the future. A bright future doesn’t just happen. It is the result of thoughtful, wise choices over many months and often years. Choosing a credible, qualified, and wise financial counselor is making a smart choice. Call Family Financial Services today!

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