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Independence

Without any conflicts of interest we put your needs first.

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Services

We create strategies that are tailored to your needs and goals.

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Trust

We enjoy building trusted relationships that span generations.

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Welcome to Robinson & Associates

Robinson & Associates is a comprehensive financial services consulting firm committed to helping you achieve your financial goals. Clif Robinson, President of our firm, has over 38 years of experience, & our advisors can assist with the retirement, life, and investment needs for individuals, businesses, and NC state employees. Our customized programs are designed to grow, accumulate, enjoy, and conserve your wealth by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (704) 982-6700. We look forward to hearing from you.

"Helping People Retire Well"

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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