From all of us at Robin Glen, we hope you have a very happy Thanksgiving!
关于我们
Robin Glen is redefining how planning is done. We develop creative ways to solve complex tax and planning issues for entrepreneurial clients, creative risk takers and HNW families, with tailored structuring and life insurance. Our clients are entrepreneurs who successfully disrupt the status quo. One-size-fits-all solutions won't cut it. We are thought leaders who identify the newest ways to deliver results to these clients and their advisors. Not only do we have the experience, knowledge, and network to service our clients, we take the time to truly understand them, their needs, their objectives, and their desired outcomes. That is a powerful combination that delivers results. Our team of experts comes from every part of the financial planning industry and prove the old axiom that the whole is greater than the sum of its parts. We have deep knowledge of insurance, finance, estate and business planning and taxation and bring that expertise to create holistic plans and bespoke solutions for our clients.
- 网站
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www.robinglen.com
Robin Glen的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 类型
- 私人持股
- 创立
- 2023
Robin Glen员工
动态
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Traveling for the holiday and looking for something to listen to? We have the thing just for you! All episodes of our Planning Reimagined podcast are available on our website as well as Spotify and Apple Podcasts. Our podcast gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey. Start listening at the link below or on your preferred podcast platform. https://lnkd.in/eaqi2dU9 #podcast #financialplanning #lifeinsurance #holidaytravel
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"Resiliency means to get through something. Overcoming means to own it." An incredibly powerful lesson shared by the guests on our latest Planning Reimagined podcast. To watch the episode in full, click the link below. https://lnkd.in/ecxDrs7z
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In this special episode of Planning Reimagined, Celeste Moya is joined by Chad Houser, Founder of Café Momentum, and Café Momentum Ambassador Tristyn Williams, to discuss the transformative journey of Café Momentum and its significant impact on justice-involved youth. Chad discusses his motivations and the evolution of the organization, which combines a dining experience with social impact. Tristyn shares her powerful story of personal growth and transformation, transitioning from a troubled past to becoming a community ambassador and mentor. The episode highlights the critical role of community involvement, the importance of providing second chances, and how collective efforts can create meaningful change and uplift underserved populations. You can watch/listen to the episode at the link below (or find it on your favorite podcast platform). https://lnkd.in/eaqi2dU9
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After you sell your business, it's important to revisit your estate plan. On the latest episode of Planning Reimagined, the discussion focuses on the reason why your estate plan should be viewed as an ever evolving documents that should be reviewed every 3 to 5 years. #estateplanning #planningreimagined
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With the October 15 tax filing deadline behind us, now is the perfect time for advisors to revisit their clients’ broader financial and insurance needs. While tax planning often focuses on deductions, credits, and compliance, it also opens up an ideal opportunity to explore additional strategies, such as life insurance, to further clients’ financial goals. At the link below, you can read our latest blog all about how to leverage this post-tax season period to bring unique insights and actionable advice to clients, especially around life insurance. Bonus! We've created a downloadable list of questions to ask clients to help with the process (available in the blog). https://lnkd.in/eXscsRWw #taxplanning #lifeinsurance #financialstrategies
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You've sold your business. Congrats! Now what? In our latest episode of Planning Reimagined, Celeste is joined by Judy Barton, MLS and Katherine Sharp to discuss the intricacies of post-sale wealth management for business owners. Judy highlights the importance of shifting the conversation from budgeting to cash flow needs and wealth longevity, emphasizing investment structure, efficient tax management, asset protection, and more. The group also discuss valuable tax strategies and estate planning insights, underlining the necessity of regular estate plan re-evaluation and proactive financial education across generations. You can watch the episode in its entirety at the link below (or listen on your preferred podcast platform). https://lnkd.in/e_Qd7Jqr #businesssale #businessplanning
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Our Celeste Moya and Kristopher Stegall were excited to join our friends from BetterWealth on a recently released episode of their hit podcast. At the link below, you can watch the episode in full where our team discusses estate planning strategies to bother help secure your wealth and then pass it to your beneficiaries efficiently. https://lnkd.in/esWXswGf
How the Rich Secure Their Money & Pass Down Wealth | High Net-Worth Estate Planning Strategies
https://www.youtube.com/
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For the right business-owner, an ESOP can be an attractive option when exiting a business. In this clip from our latest episode of Planning Reimagined, our guest shares a story about one of her mentors and his ability to use an ESOP to slowly exit his business while enjoying the fruits of all his hard work. To watch this episode in it's entirety, you can click the link below. https://lnkd.in/esttbHwj