Robert Bishop Financial Planning & Services

I offer a wide range of customized services that cover nearly all of the areas of your financial life. Being independent allows me to get to know you, your goals, and your dreams. You will never be categorized or herded into a "Client Type Category" where you are sold a basket of services or products.

I started my firm in September of 2006 as an independent, fee only investment advisory firm. I chose this path from day one for one reason and one reason only. To better serve my clients by building long term relationships built on trust and the understanding of my client's needs, goals and dreams.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.