“I have had the pleasure and opportunity of working with Robin the last five years. As someone who has owned businesses and real estate for years, she has brought a level of strategy to my wealth that I hadn’t experienced before.
She helped me navigate capital gains, diversify in a meaningful way, and create steady cash flow that supports my lifestyle. Just as important, my estate is now structured in a way that gives my family clarity and confidence for the future.
Robin thinks several steps ahead and brings a strategic approach that goes well beyond traditional planning. I continue to appreciate her expertise and look forward to future opportunities that come up."
“My wife and I have worked with Robin for about three years as we continued our preparation for retirement. Robin’s approach was significantly different than other financial advisors as her focus was on creating an overall strategy to maintain our lifestyle and create a legacy, not just on how our money was invested. We learned about a universe of investment options that we thought were unavailable to help us reach our financial goals. The market was principally all our current advisor had to offer, which proved to be a significant limitation. Generating current income was not an objective so Robin created a plan to create the income once my employer’s payments end. With her guidance we created a much more diversified portfolio that included some smart tax planning which included Roth conversions. The Roth conversion results have far exceeded our expectations. Her strategic approach is a clear step up from what we experienced with our previous advisors. It also gives us peace of mind knowing there’s a team in place to support our family when the day comes that I am no longer here.”
“My wife and I have worked with Robin for about three years as we continued our preparation for retirement. Robin’s approach was significantly different than other financial advisors as her focus was on creating an overall strategy to maintain our lifestyle and create a legacy, not just on how our money was invested. We learned about a universe of investment options that we thought were unavailable to help us reach our financial goals. The market was principally all our current advisor had to offer, which proved to be a significant limitation. Generating current income was not an objective so Robin created a plan to create the income once my employer’s payments end. With her guidance we created a much more diversified portfolio that included some smart tax planning which included Roth conversions. The Roth conversion results have far exceeded our expectations. Her strategic approach is a clear step up from what we experienced with our previous advisors. It also gives us peace of mind knowing there’s a team in place to support our family when the day comes that I am no longer here.”
"If you are looking for a financial advisor to bring some clarity to your financial future, look no further than Robin Edgar.
A few years ago, my wife and I met Robin for the first time. We were close to retirement age and were seeking some reassurance and advice on going forward. She reviewed our finances and then had many questions about what our hopes and dreams were for retirement.
Since then, we have had many meetings and interactions with her and she has become a friend as well as trusted financial advisor. With her guidance, we have become well diversified and enjoy cash flow and tax advantages that we hadn’t previously been aware of.
She is constantly working on new strategic investment opportunities to further diversify our investment portfolio.
We appreciate her straightforward approach and are enjoying the many benefits of our relationship."
“We’ve worked with Robin since 2000, starting with guidance on a company retirement plan. When retirement finally arrived, we quickly realized how much more there was to navigate — and how valuable it was to have her in our corner.
Robin helped us organize and manage all of our assets, build reliable cash flow for our lifestyle needs, and plan ahead for healthcare and long-term care. Because of her guidance, we’ve been able to live comfortably in retirement for many years without worrying about whether our income will keep up.
What gives us even more peace of mind is knowing that our boys will have the support of her team when they need it. Having that continuity means a great deal to us. Robin has been a steady and trusted partner through every stage.”
“We’ve worked with Robin since 2014, first through our retirement plan while we were still running our business. At the time, we were heavily invested in the stock market and didn’t feel comfortable having everything tied to market volatility. Robin introduced us to a true strategic approach — not just traditional planning — and helped us diversify using alternatives and annuities to create stability and some guaranteed income options that fit our goals.
We’ve now been retired for seven years and are enjoying life — including two homes — with real confidence in how our financial strategy is built. What we appreciate most is that Robin doesn’t just ‘manage money’; she helps us think several steps ahead so our plan keeps working no matter what life brings. Knowing that she and her team will also be there to support our kids gives us tremendous peace of mind. That kind of long-term partnership means a great deal to us.”
“Steve and I have worked with Robin for more than 25 years, and she has truly become like family to us. She has consistently guided us toward investments and strategies that fit our needs, and we trust her completely. Robin is always there to listen, support us, and help us navigate the difficult moments as well as the milestones. She understands the steps we need to take as we move into each new stage of life, and having her guidance has given us confidence and peace of mind.”
"I have been employed in the Banking industry for more than 40 years. While I have worked with many people in many different businesses over the course of my career, Robin Edgar is one individual that stands out.
Robin has been helping me with wealth strategies for over 20 years. In my experience with Robin, she has displayed an in-depth understanding of wealth creation strategies, uniquely standing out from her peers. Edgar took the time to assess my investment risk tolerance and ask about my long-term plans/goals. I have been impressed with the amount of due diligence that she does on investment opportunities, which instills confidence in my knowledge of the sometimes-complicated investment choices. Wealth Progression Group reviewed my tax returns and made tax strategy suggestions to provide opportunities to help minimize my income tax obligations. I have referred several friends to Robin, who have all been very pleased with their opportunity to work with her.
I have the utmost respect for Robin's expertise, integrity and hard work. Robin will take the time to answer your questions. She has not only been a tremendous wealth strategist, but we have become good friends, Robin has been a great fit for me. I am confident that Robin Edgar would also be a great fit for you, to help with your financial goals."
"Robin has been instrumental regarding cash flow clarity, tax-efficient strategy, exit prep, lifestyle maintenance, legacy building…that not only allows us to live quite comfortably using the funds in our IRA accounts but also to increase our wealth as we go. We appreciate the due diligence Robin provides and highly recommend her to anyone looking for financial expertise ~ she is an excellent wealth strategist."
"I never thought my husband and I would be able to amass enough money to allow us to enjoy a worry free retirement but with Robin's help and guidance I was able to retire early to spend more time with family, attend grandchildren's school and sporting events, and take annual family vacations, things she knew to be very important to us. Knowing our goals, wants & needs she helped us to plan through investment strategies and tax planning to build cash flow for our future. Now we not only get to enjoy our retirement worry free, but our children will also benefit from her expertise long after we're gone.
You can trust that Robin has your best interest at heart and will help you work towards your goals - and even more.
(Honestly, if I had listened to her earlier, I could've retired even sooner, so believe her when she says "Yes, it's possible!".) "
"We had been building a business and saving our money, but we knew we needed help to make it grow - without working ourselves to the bone.
Luckily our banker suggested giving Robin a call. We immediately felt her genuine passion for what she does as a wealth strategist, and knew she would handle our money with care.
We can say with complete confidence that working with Robin over the last 5 years has paid dividends, and not just with the financial investments we have made. Robin has our best interest in mind, for all of life’s important things. Two things come to mind right away.
1. As parents of young children she asked a heart wrenching questions right off the bat: “Do you know what would happen with your kids if something happened to both of you?” When we didn’t know the answer, then heard hers, it was clear we needed to set up a living will. She started talking us through the steps, gave us a contact and followed up with us to see if we had finished it.
2. When Megan was thinking about quitting her day job, Robin asked: “What’s the worst that could happen?” We tried to laugh it off, to which Robin pressed on for an answer. Realizing that the “worst” was really nothing to be scared of, we took the leap to both be full time with our horse business. Needless to say, we haven’t looked back.
Bottom line, Robin has provided us peace of mind for the essential parts of our lives. We trust her to help us keep on track for ourselves, and our kids, financial future."
"Several points that we appreciate about our relationship with Robin:
We are thankful for you sharing your expertise and guidance. It has helped us to stop second guessing our financial decisions, which in turn has helped our relationship. (Almost like a financial marriage counselor.)
Your expertise and guidance have offered us financial investment opportunities that we did not know existed.
We appreciate you working well with our accountants; ensuring we are all on the same page and maximizing investment opportunities and tax advantages.
We appreciate your candidness."
“These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials”
