Planning With Bobby

Financial planning, tax planning, estate planning, insurance planning, and charitable giving strategies. Our first step is imagining a future and determining what's required to give you the highest probability of achieving it. We do that by taking a detailed picture of your current situation and projecting it forward, evaluating as many scenarios as needed to optimize our decisions. Our first step is imagining a future and determining what's required to give you the highest probability of achieving it. We do that by taking a detailed picture of your current situation and projecting it forward, evaluating as many scenarios as needed to optimize our decisions.