Services Overview

Perspective Makes A Difference

It may be the difference for which you are looking. (Click Here)

The founder, Jeff Robinson, is currently the only financial professional in Minnesota licensed as a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), in addition to being certified by Kingdom Advisors*

In addition to providing credible advice, Jeff values his client relationships by offering proactive, personalized service. He knows each of his clients and is committed to earning their confidence and trust.

You can count on Jeff, in conjunction with his business partners, to provide you with quality:

*Results of a "Financial Advisor/Accountant/CFP" search at the KingdomAdvisors.com website as of 05/15/2018.

The above services may utilize some or all of the following additional services and products:

Retirement Planning
Tax Planning
Pre-Retirement Tax Planning
Fee-Based Asset Management
Tax Loss Harvesting
Tax Smart Investing*
Qualified Charitable Distributions (QCDs)
Individual Income Tax Preparation
Mutual Funds, ETFs, stocks, and bonds*
SIMPLE IRA*
Rollover IRAs*
Traditional IRAs*
Roth IRAs*
SEPs (Simplified Employee Pension)*
Charitable Gift Tax Planning*
Biblically Responsible Investing (BRI)*
Cash Flow, Net Worth, and Debt Analysis
eMoney Foundational Planning Software^(TM)
eMoney Advanced Planning Software^(TM)

**Securities offered through Avantax Investment Services℠.