Rob Cain Email & Phone Number

Residing as an expatriate at multiple points of my life, I acquired a broad human perspective; this experience has proven to be invaluable in my practice. Daily interaction with people from a variety of cultures, beliefs and origins has equipped me well to serve my diverse client-base in ways that are most respectful and appropriate for them. My passion as a financial advisor is to untangle the complex world of finances for the cross section of individuals, families and businesses I serve so they can better focus on other areas of their lives. By adopting a multi-generational approach I assist families in college education, gifting, tax management and wealth transfer. I enjoy introducing ideas, strategies and investments which are specifically tailored, not simply computer driven models based on answers to a questionnaire. Navigating the wide array of possible financial situations and investment choices can certainly be challenging. Twenty years of practice as an advisor and constant continuing education gives me an advantage in being able to provide clarification and order to these potentially complicated situations.In addition to the full range of financial services that I make available to my clients (listed below), I also engage other professionals in the fields of law and accounting in order to create and administer truly comprehensive financial plans. Services provided include but are not limited to: budgeting programs; Advanced Investments, life and long term care insurance; growth and income strategies; lifetime income programs; traditional and Roth IRAs; company retirement plans; 401(k) plans; pension plans; defined benefit and defined contribution plans; college planning; 529 plans; ESAs (Education Savings Accounts); rollovers; inheritances; estate settlements; alternative investments; variable and fixed annuities; UITs (Unit Investment Trusts); mutual funds; bonds; stocks; Reg D; private placements.

Listed skills include Investments, Wealth Management, Finance, Retirement Planning, and 22 others.