The amount of preparation, planning, and care we strive to provide for each client is at the foundation of every action we take. We do this so you feel confident in the financial future we have helped blueprint for you. However, not everyone in your life has a financial professional in their corner to help make important decisions regarding their future. Our commitment to you and our community is to support whomever and wherever the help is needed. That is why we created “The Core Club.”

This program is our way of creating an easy environment for our clients to introduce their family and friends to our firm. It also allows us to properly show our appreciation to the clients that help their friends realize their own retirement journeys. Simply introduce someone to our firm and you will be invited to the next special “Core Club” event. These events will be a special and possibly once-in-a-lifetime opportunity that is exclusive only to our Rob the IRA Guy Core Club Members.