Frank Robinson Retirement Coach
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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Focus Areas

  • Never Run Out of Money
  • Must Have Simple Ret. Plan
  • Security 1st Foundation
  • Risk/Reward
  • What about Bitcoin?

Contact Us

  • Address: South Florida Coral Gables, FL 33134

  • Phone: Cell: (305) 763-7200

  • Email: CEOserv@gmail.com

Disclosure

  •    ***  ALWAYS DEAL WITH A LICENSED PROFESSIONAL  ***
  • FL Dept of Financial Svcs License #A222796 (Life, Health & Annuities)
  • Nationwide Mortgage Licensing Service NMLS# 359245 - INACTIVE
  • FL Ofc of Financial Regulation Florida Loan Officer License LO 10146 INACTIVE
  • Dept of Prof Business Regulation Real Estate License SL3279058
  • Website: www.LongTermPlan.info

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