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Perspective Makes A Difference

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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 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 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
  • Fee-Based Asset Management
  • Tax Loss Harvesting
  • Cash Flow, Net Worth, and Debt Analysis
  • Individual Income Tax Preparation
  • Mutual Funds, ETFs, stocks, and bonds*
  • Rollover IRAs*
  • Traditional IRAs*
  • Roth IRAs*
  • Small Business Retirement Plans* 
  • SEPs (Simplified Employee Pension)*
  • Charitable Gift Tax Planning*
  • Biblically Responsible Investing (BRI)*
  • Divorce financial considerations, tax, and division of assets
  • Marriage financial considerations, tax, and combining of assets
  • eMoney Foundational Planning Software(TM)
  • eMoney Advanced Planning Software(TM)

**Securities offered through Avantax Investment Servicesâ„ .