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Financial Planning

Serving Frederick & Montgomery Counties,and the surrounding Maryland communities

Financial Planning Services


Mr. Robbins' firm is a full-service organization, with a number of specialities including financial planning.


What is Financial Planning?

  • Creating order out of chaos.
  • A deliberate and continuing process by which a sufficient amount of capital is accumulated and conserved and adequate levels of income are attained to accomplish the financial and personal objectives of the client.
  • The development and implementation of coordinated plans for the achievement of a client's overall financial objectives.
  • Income tax planning, retirement planning, estate planning, investment and asset allocation planning, and risk management planning.

In a nutshell:

In the purest sense, financial planning is, quite simply, cash flow planning. It is planning to have available the amount of cash needed at the time it is needed (or in the hands of the desired person) to accomplish an individual's financial goals.

Tax Law & CPA Experience

Experience You Can Depend On...

Expert in Tax Law - Get the RIGHT HELP
for All Your Tax Services
Master of Laws in Taxation,
Certified Public Accountant

Business Planning

You Need Experience...

The preparation and filing of legal documents necessary in the establishment and operation of a business is time consuming and requires experience.

Financial Planning

Certified Financial Plannerâ„¢
Chartered Global Management Accountant

In the purest sense, financial planning is, quite simply, cash flow planning.

OTHER SERVICES

We offer individuals and businesses a wide range of professional services.

Tax Planning

Helping clients prepare better for the future year to avoid mistakes and to take advantage of every tax break they are legally able to use.

Estate Planning

Counsels clients wisely regarding the effective and economical organization and disposition of their wealth.

Seminars For Future Attorneys

Learn how to succeed in law school, in their future legal careers and help them in non-legal careers after law school.




Providing excellent service means taking the time to listen. Mr. Robbins will work with you every step of the way to make sure you receive the services you need.




Testimonials