Financial Planning

Robins, Eskew, Smith & Jordan Financial Services Group, LLC, is a strategic partnership between Robins, Eskew, Smith & Jordan CPA, PC and Hinchey & Associates Financial Services.

Comprehensive planning focuses on discovering what clients really need before designing and implementing financial plans that lead to financial freedom. A "bottoms up" approach covers all facets of financial planning, including college, retirement and estate planning, as well as life, disability and long-term care insurance planning.

Unlike many financial consultants and brokers, we invest valuable time on the front end of the planning process to learn about a client's objectives, goals, and dreams. Then, and only then, will technical expertise be put to work in creating and implementing plans that can help clients get to where they want to go.

Achieving your goals is our goal. Through a process of developing a personalized plan, implementing that plan, and then following up and monitoring that plan, do you have a greater potential for success.

Five Step Process:

  1. Work to learn about you – Developing an understanding of you, your concerns, as well as your wants and needs.


  2. Gather the information needed to form a plan – In order to customize investment decisions to best fit your goals, collect the financial data and information necessary to construct a personal investment plan.


  3. Analyze information and recommend action –Carefully review your information and begin building recommendations.


  4. Execution – Your plan begins to take effect. Money is invested and returns are monitored so that adjustments in your plan’s execution can be made to help you better reach your stated goals.


  5. Review your plan – Ongoing in the process is meeting with your advisor on a regular basis to determine if your life circumstances or goals have changed and if plan adjustments are in order.

 

Planning Services include:

  • Financial Planning
  • Asset Allocation
  • Retirement Planning
  • Educational Planning
  • Asset Management
  • Estate Planning
  • Tax Planning
  • Charitable Giving
  • Business Planning
  • Business Continuation
  • Business Seminar Service

Personal Services include:

  • Mutual Funds
  • Managed Wrap Programs
  • Annuities
  • Institutional Money Managers
  • Brokerage Services
  • IRAs-Roth, Traditional SEP, Simple Plans
  • Pension Alternatives
  • Long-Term Care Insurance
  • Life Insurance
  • Disability Insurance

Business Services include:

  • Qualified Plans-Pension, Profit Sharing 401(k)
  • Keoghs
  • Business Insurance-Buy Sell, Key Person
  • Executive Compensation-Deferred Compensation
  • Executive Bonus
  • Business Continuation

 

RESJ Financial Services Group, LLC is affiliated with Hinchey & Associates Financial Services, a proud member of Integrated Financial Group, one of the premier financial planning firms in Atlanta.

Financial Planners and Consultants are licensed in life, variable and disability insurance. In addition, they hold or are pursuing special designations, such as Certified Fund Specialist, Certified Senior Advisor and Certified Financial Planner.

Advisory services offered through Securities America Advisors, Inc. Pat Hinchey, Mark Stevens, CERTIFIED FINANCIAL PLANNER TM practitioners, Investment Advisory Representatives.

Securities America, Inc, Hinchey & Associates Financial Services, Integrated Financial Group, and Robins Eskew Smith & Jordan Financial, LLC are un-related companies.

SAI#227731 Jan 2007