Get to know me by going to #jimrobinsononpoint. Contact me at jjrobinson@lpl.com or 715-343-9600.I help people through the transitional periods of life, focusing on those nearing the end of their working careers, or people serious about pursuing a goal. Specialties: Income and cash flow planning in retirement. Social Security and Medicare planning. Charitable giving and legacy planning. Wealth preservation by use of both passive and active, tactical management, alternative investments, separately-managed accounts, insurance and annuity products.27 years in the financial services industry.10 years as an independent advisor, working primarily with retired and soon-to-be retired clients and their families.Over 12 years as lead advisor overseeing team servicing $80mil 403(b) plan. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.For a list of states in which I am registered to do business, please visit www.SchulferandAssociates.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.