Financial Planning Services

Jonathan Robbins Inc. helps with personal financial planning by creating a strategy for reaching those goals that also takes into account future possibilities so as to ensure that our clients will be able to maintain financial independence throughout their entire retirement.

It’s our goal to help guide through the decision-making process related to developing a strategic plan for you to include college education funding, tax, estate and business succession planning. We help you to proactively plan for your future.

We see our role is to help you clearly articulate what's important as it relates to your financial life.
We understand what can impact you financially also has a profound influence on other aspects of your life; where you live, work, what schools your children will attend, and when you can retire.

We take time to understand our clients’ values, needs, and goals. By focusing on what’s in our control, and balancing present-day needs with long-term objectives, we help clients create a comprehensive financial plan. We examine and evaluate every aspect of our client's financial security, including retirement, insurance, investment, estate, and tax planning.

In the end, a comprehensive financial plan provides clients with efficiency, and peace of a mind.

Our Services

Most companies need more than just an accoutant. They need a business advisor that understands the ins and outs of most complex financial aspects of business with an understanding of tax law, and how it applies; someone to provide strategic guidance.

financial planning services MD

Financial Planning

Financial planning is essentials to maintaining your business for growth and improvements in services.

Tax planning Service

Tax Planning

Any business wanting cost savings and growth needs end of year to plan for reducing your income tax.

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Tax Return Preparation

We can prepare your taxes for indiviuals and businesses. Over 25 years in tax law.

business mergers

Mergers & Acquisitions

Our mergers and acquisition consulting helpa clients navigate the process of mergers and acquisitions to help clarify the business goals.

planning for retirement

Exit Planning Corporations

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions.

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Estate Planning & Wealth Managment

Proper estate planning can save families large amounts of money and stress when they are at their most vulnerable.