Chris Robinette, Mba Lutcf Email and Phone Number
I believe legacy and estate planning is the most important thing that we can do for our family. I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I am a registered representative of and offer Securities, Investment Advisory, and Financial Planning Services through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 12 Cadillac Drive, Suite 440, Brentwood, TN 37027 (615) 309-6300.I am licensed to sell insurance in: AL, AR, CA, FL, GA, IN, KS, KY, MO, MS, NC, NJ, OH, OK, PA, SC, TN, TX, and VA and securities in AL, AR, CA, CO, FL, GA, IN, KS, KY, MO, MS, NC, OH, OK, PA, SC, TN, TX, and VA. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. (CA Insurance License Number #0I80544, TN resident, 12 Cadillac Dr. Suite 440 Brentwood, TN 37027) (AR Insurance License Number #16385400)
Lighthouse Planning
View- Website:
- lhplanning.com
- Employees:
- 12
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Financial Planner And FounderLighthouse PlanningBrentwood, Tn, Us
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Financial Planner / FounderLighthouse Planning Dec 2019 - Present
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Financial PlannerCapital Financial Group, Llc Aug 2011 - Present
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Financial PlannerContinuum Planning Partners Jan 2016 - Dec 2019Brentwood, Tn, UsThe planning process relieves stress, simplifying life in the process. Continuum Planning Partners provides a clear road map of what must be done to meet your long-term goals and ensure your financial well being. We are here to position you for tomorrow by providing a customized plan made just for you so that it works at a pace you are comfortable with and delivers the results you need.While I was deployed to Iraq in 2005, my mother passed away from cancer. I spent several months working with our family attorney and CPA to try to decipher her entire estate while I was half a world away. As we peeled back the layers of her planning, it wasn’t so much what she had remaining in her estate, but what she did not have left that put our family in a very hazardous situation. Her financial advisor convinced her to get rid of her disability income insurance and whole life insurance mere months before she was diagnosed with cancer because he felt her money was better suited to be invested in the bull market of the late 90’s. However, when her account values fell along with the rest of the market she also found out she had stage 4 cancer and could possibly only have 6 months to live. However, to our relief, she made it another 4 years but her assets were drained because of the lack of proper planning.Because of this, I decided to change my focus from investment banking to financial planning because I wanted to make a difference in people’s lives and do everything in my power to help ensure other families do not go through the same hardships as my sister and I at a young age. -
PresidentNaifa-Nashville May 2014 - Jun 2015Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. Vision Statement The National Association of Insurance and Financial Advisors (NAIFA) protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors. Mission Statement The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. NAIFA Tagline: IT PAYS TO BE A MEMBER
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President ElectNaifa-Nashville May 2013 - May 2014Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments.Vision StatementThe National Association of Insurance and Financial Advisors (NAIFA) protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.Mission StatementThe mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.NAIFA Tagline: IT PAYS TO BE A MEMBER
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Naval OfficerUnited States Navy May 2004 - Aug 2011Washington, Dc, UsServed as a certified Navy Nuclear Engineer holding TS/SCI clearances. Constructed the USS George H. W. Bush aircraft carrier. Also spent time as an Anti-Submarine Warfare officer and evaluator.
Chris Robinette, Mba Lutcf Skills
Chris Robinette, Mba Lutcf Education Details
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United States Naval AcademyEconomics (Honors) -
University Of Oklahoma - Price College Of BusinessBusiness Administration
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University Of Oklahoma - Price College Of BusinessFinancial Planning And Services
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University Of Oklahoma - Price College Of BusinessFinance And Financial Management Services
Frequently Asked Questions about Chris Robinette, Mba Lutcf
What company does Chris Robinette, Mba Lutcf work for?
Chris Robinette, Mba Lutcf works for Lighthouse Planning
What is Chris Robinette, Mba Lutcf's role at the current company?
Chris Robinette, Mba Lutcf's current role is Financial Planner and Founder.
What schools did Chris Robinette, Mba Lutcf attend?
Chris Robinette, Mba Lutcf attended United States Naval Academy, University Of Oklahoma - Price College Of Business, University Of Oklahoma - Price College Of Business, University Of Oklahoma - Price College Of Business.
What skills is Chris Robinette, Mba Lutcf known for?
Chris Robinette, Mba Lutcf has skills like Fixed Annuities, Insurance, Life Insurance, Leadership, Disability Insurance, Security Clearance, Navy, Long Term Care Insurance, Small Business, Risk Management, Team Building, Military.
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