Robert A. Strobel Cfp®, Ricp® Email & Phone Number

My role as a financial advisor is to help my clients in creating an investment plan that assists them in the pursuit of their financial goals and dreams. I believe one of the keys to successful investment planning is forging a relationship where a myriad of financial aspects can be accounted for to create a customized strategy. No two people or families share the exact same paths in life, and no two investment plans are exactly the same. In working with business owners, corporate executives, professionals and their families I endeavor to find the most appropriate investment strategies that are suited for you. With over 26 years of experience as a financial advisor beginning with the legacy firm A. G. Edwards I offer integrated financial strategies in the areas of Investment Planning, Retirement Planning, Estate Planning Strategies, Education Funding and Long-Term Care. With today’s baby boomers at or near retirement age there is a definite focus on helping individuals maximize their retirement income. With numerous investment options I can help you navigate the complex choices today as well as throughout your retirement.I have a Bachelor of Science degree in Aerospace Engineering from Iowa State University. And, as a life-long Chicagoland native I am passionate about Chicago sports. When not taking in a game I can be found enjoying watersports, adventure travel, attending custom car shows, or cookouts with family and friends. In addition, I am a member of the Iowa State Alumni Association and Prince of Peace Lutheran Church in Schaumburg.Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does not provide legal or tax advice. Please click on the " Contact and Personal Info" section to access the link to the Benjamin F. Edwards & Co. website for more information about the Firm and other Important Disclosures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and should not be considered an endorsement or testimonial.

Listed skills include Retirement Planning, Estate Investment Planning, Investment Planning, Taxefficient Strategies, and 6 others.