Robert D. Pearson, Crpc®, Cfp® Email & Phone Number

It may sound obvious, but most investors seek a singular objective: return of cash. That return may take the form of income for retirement, a lump sum for the future purchase of a second home or even a legacy for your children. The question, therefore, is how you can maximize the return of cash you hope to receive from your investments.For almost 25 years, I’ve been helping my clients avoid costly mistakes and make more informed investment decisions. The team I established recently, Simple Shade Advisory, consists of experienced professionals who can help you pursue your return of cash objectives with what I believe to be greater effectiveness. That’s because they focus on not only your investments, but virtually every aspect of your financial life from tax, estate and retirement planning to debt and risk management.“Somebody’s sitting in the shade today because someone planted a tree a long time ago.” - Warren BuffetMy team and I love this quote. It’s especially relevant to me because I actually own a small but growing pecan orchard in Oklahoma. Maintaining it has taught me a number of things about providing my clients with financial advice.• Both take meticulous planning and coordination among experts.• At the base of every tree (and for that matter, every client), lies intertwined roots, with each root having a profound effect on the health of the tree.• We don’t have to dig up the tree each month to determine how it’s faring. Nor do we have to bring it inside when a storm is brewing on the horizon.If the parallel still isn’t clear, think of it this way. Trees simply need air, water and the nutrients around them to prosper. For the most part, we leave both our trees and investments alone, believing that they will bear fruit over time. In the case of the pecan tree, that will take approximately ten years.Our goal at Simple Shade Advisory is to help you plant a financial portfolio that will provide for you and your family for generations to come.