Tobin Investment Planning LLC can help – if you find yourself faced with one or more of these situations:

  • Successful business executive or professional who does not have time to research and monitor an investment portfolio.
  • Concerned about your ability to retire and in need of a financial review and advice.
  • Confused about social security election options.
  • Concerned about your children affording college.
  • Recently widowed and looking for help investing.
  • Structuring the sale of a business and in need of help investing the proceeds.
  • Received an inheritance and not sure how to invest it.
  • Getting divorced and in need of help managing financial assets.
  • Unhappy with your broker and would like to investigate the advantages of using an independent registered investment adviser.
  • Looking to start planning to grow assets for retirement.
  • Changing employment and seeking to roll a 401(k) into an IRA with more investment flexibility.

To learn more about how Tobin Investment Planning LLC can assist you with your specific financial objectives.

Contact Us

 

“October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February.” –  Mark Twain