Rob the IRA Guy

The Core Club

Become a Member Today!

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.

Should you have someone in mind, consider introducing them in one of the following ways:

Invite them to come with you to one of our seminars, client events, or webinars throughout the year.
Make a virtual introduction by filling out the Core Club referral form on this page.

We’re very excited to launch this program and hope we can officially call you a Core Club member soon. Should you have any questions regarding the program please contact us.


We've Made Some Big Changes

We're delighted to introduce our new and improved online space tailored to elevate your online experience.

If you have any thoughts, questions, or if you’d like to schedule a consultation drop us a line. Your insights help us refine our services.

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