Thank You for Voting Us #1 for Financial & Investment Advice In North County for 2016*
Helping You Retire

Planning for Tomorrow's Retirement Today

Start working with STEVE ROBBINS, CFP® years before your intended retirement to ensure your planning needs are met through every phase of your financial life. Before you can enjoy a comfortable and independent retirement, you must work out answers to tough questions such as:

  • Have I accumulated enough money to live for the rest of their life without working?
  • Will I make a financial mistake from which I can never recover?
  • Can I be as financially independent ten or twenty years after retirement as I am today?

Growing Wealth

The Answers You Need

To help address these questions, STEVE ROBBINS, CFP® provides investment and distribution strategies designed to encourage growth, preserve wealth, and help create streams of income to last throughout your retirement years. If you expect to live 25 to 30 years in retirement and inflation averages 4 or 5%, then you will need to triple or quadruple your income over your retirement lifetime to maintain equal purchasing power. A retirement income plan can help address this by evaluating your overall financial situation and providing recommendations to help reach your goals. The Steve Robbins team focus is on serving those pre-retirees and retirees with investable assets from an IRA, 401(k) or other company retirement plan.

Caring for Your Investments

If you have investable assets from an Individual Retirement Account (IRA), Simplified Employee Pension (SEP), 401(k), 403(b), 457, Thrift Savings Plan (TSP), Trust/Joint/Individual Account, Bank Certificate of Deposit (CD), Bonds maturing, or have a lump sum option available with your company pension, call us at (314) 839-4600 for a no cost, no obligation review to determine if your current investments are in line with your goals, income needs and expectations. Assets we manage include:

• Individual Retirement Accounts (IRA)
- Traditional, Roth IRA, Inherited, Rollover, SEP & SIMPLE
• Rollovers
- 401(k), 403(b) (also known as Tax-Sheltered Annuity or TSA), 457 Plan, or Thrift Savings Plan (TSP)
• Lump Sum Assets
- Available From a Company Pension Plan

• Trust Account
• Joint Account
• Individual Account
• Uniform Gift/Transfer to Minors (UGMA/UTMA)
• Variable Annuity

Fee Structure

STEVE ROBBINS, CFP® is proud to be a fee-only financial planning and wealth management firm. Our fee is figured as a percentage of assets under our management, and ranges from 0.62% - 2.00% annually based on account size. For a listing of the services we provide that are inclusive of this annual fee, visit the 50 Things We Do page of this site.

We have no financial planning account minimums. We work with everyone who has the desire to improve their financial situation and begin or customize a savings plan toward reaching their retirement or other financial goals.

Unlike many other advisors, we do not have any minimum required contract period. Essentially fees are paid based on the number of days we provide management. There is no fee or other cost to begin. We've set it up this way so that we never forget that we must earn your business each day. For a copy of our company ADV Part II which discloses current business practices and our detailed fee schedule, email

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment Advice offered through Steve Robbins, Inc., a Registered Investment Advisor. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Steve Robbins, Inc. only transacts business in states where it is properly registered (currently Illinois, Missouri and Texas), or is excluded or exempted from registration requirements. Information on this website is directed toward U.S. residents only. 
Information on this website is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
The content of this website should not be construed as legal, estate planning, or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law.
Articles in the Information section of the website were prepared by a third-party journalist who is not affiliated with Steve Robbins, CFP. Information on this website does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.

*We were the recipient of the Best of North County Award for financial and investment advice in 2016. As voted by over 4000 residents and Community News readers in the following zip codes: 63031, 63033, 63042, 63135, 63136, 63138, 63032, 63034. The Community News ran this annual voting process for eight consecutive weeks in January and February 2016.