Broker Check

Services Overview

Perspective Makes A Difference...

 may be the difference you are looking for.   

Our founder, Jeff Robinson, is currently the only financial professional in Minnesota to be licensed as a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), in addition to being qualified 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 are 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 web site as of 05/15/2018.

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

  • Retirement Planning
  • Tax Loss Harvesting
  • Mutual Funds* (No-Load)
  • Rollover IRAs*
  • Traditional IRAs*
  • Roth IRAs*
  • Charitable Gift Planning*
  • Biblically Responsible Investing (BRI)*
  • Divorce considerations, tax and division of assets
  • Marriage considerations, tax and combining of assets
  • Employer Plan Asset Allocation Analysis*
  • SEPs (Simplified Employee Pension)*
  • Education Planning*
  • Cash Flow, Net Worth, and Debt Analysis
  • Mortgage Analysis and Recommendations
  • Tax Planning
  • Tax Preparation
  • Investment Planning*
  • Small Business Retirement Plans* 
  • eMoney Foundational Planning Software(TM)
  • eMoney Advanced Planning Software(TM)

*Securities offered through Avantax Investment Servicesâ„ .