At Randall-Roberts we take a “Board of Directors” approach, working in tandem with our clients’ accountants, lawyers, bankers, business partners, and other key professionals. Our approach is beneficial to clients by streamlining all professional advice into one encompassing financial plan endorsed by all “directors”. We believe a financial plan should not only address retirement ambitions, but should include goals such as estate objectives, risk management, tax planning, and more; therefore, financial plans should be ratified by all trusted advisors.