Build the Future You Want
There is a difference between those who simply prepare for the future and those who actively shape their path.
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To do so, you need partners who not only create plans but also adapt them as dynamically as your life evolves. At Robin Glen, we are architects of enduring wealth and legacy. Working with families, entrepreneurs, athletes, and philanthropists alike, in collaboration with their advisors, we understand and are dedicated to their unique aspirations.
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We elevate life insurance and tax strategy from mere planning to an art form by combining innovating tax planning and strategic risk management that not only safeguards but enhances your legacy.
Our signature approach melds the precision of expert insurance and tax strategists with the agility to navigate change, ensuring your legacy thrives across generations.
How We Work With You
We are not money managers. We do not draft legal documents. We do not file your taxes. We do not work alone.
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We work with you and your team of legal, accounting, money management and other advisors to provide strategic oversight and advice. Our goal is to create unique solutions that enhance traditional planning and deliver impactful results for our clients. We remain dedicated to collaborating with you and your advisors over time, ensuring that your planning remains finely tuned to meet your evolving needs.
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So how do we make money? There are two ways. One is on consulting fees when we implement strategies for you. The other is if there is a life insurance solution that makes sense for you and we receive a commission from the life insurance company.
A Team of Thought Leaders
Meet The Team