Christy Robertson
CLU®
State(s) Licensed: AL, CO, IN, MI, TX
25 Executive Dr Suite 2A
Lafayette, IN 47905
State(s) Licensed: AL, CO, IN, MI, TX
Your Goals, and Your Values - Let's put your plans in motion
As your financial advisor, planner, and wealth manager, I am dedicated to you. I'm dedicated to your family, your goals, values, and your legacy. I partner with you to make your goals a reality throughout every step of your life, and through all your life's events. Whether you're new to planning your financial future, somewhat experienced, or even an expert - I am passionate about providing education where you are, at any level.
My team is dedicated to helping you grow and protect your wealth, manage your cashflow, and plan through difficult times. Together, we will map out your path to a secure financial future so you can enjoy a retirement that specifically fits your dreams and desired legacy.
Seeing my clients succeed and meet their goals is my greatest blessing.
Have you been asking yourself these questions?
I help my clients answer:
- What should I do with my 401(k) from a previous employer?
- When can I retire?
- What will taxes look like in retirement?
- What are the financial implications of a divorce?
- What is a QDRO and do I need one?
- How much life insurance do I need?
- How do I create a budget?
- What is a Roth IRA, and should I have one?
- What happens if I'm unable to work or I lose my job?
- Do I need a financial plan?
- Will I run out of money in retirement?
- What happens to my money after I'm gone?
Let's get started now to make your goals a reality. It's never too late to begin creating the life you've always envisioned.
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Location
Greater Lafayette Office
- Phone:
- 765-714-4903