Jeanne MacRae Forrey, CFP(R), CRPC(R) of Robinswood Financial / Financial Advisor in Kirkland, Washington

Robinswood Financial, LLC provides investment management and financial planning services. Our objective is to deliver higher returns for our clients while providing maximum risk protection.

What sets us apart from other firms is our dedication to personalized service and a relationship-based client-first philosophy. We are committed to the highest ethical standards. As independent, fee-only investment advisors, we do not work for commission and therefore we are free to provide you with sound, unbiased financial advice that has only your best interests at heart.

Specialties

401K Consulting Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Debt Management Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Middle Income Mutual Funds Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Sustainability Synergistic Portfolio Planning Wealth Management Women's Issues