Find the Right Financial Advisor For Your Unique Needs
Holistic, Trusted and Personalized Advice
Whether you need retirement planning, life insurance strategies, or estate planning, our network of trusted advisors is here to guide you. Get matched with an expert advisor, fast and free.
WHAT WE DO
Complimentary Retirement Review
Our advisors will provide a 100% free holistic review your current retirement strategy and offer suggestions for maximizing tax-free income in retirement.
Holistic Financial Planning
Your advisor will coordinate each aspect of your financial plan so that they all work in harmony. No matter whether you are an individual, family, retiree, or small business owner, we can help.
Creative Life Insurance Strategies
Our advisors specialize in creating properly structured life insurance contracts that maximize living benefits as well as leaving a legacy.
Tax-Free Retirement Income
Who doesn’t want tax-free income? Let us show you how to create 100% tax-free income for retirement.
Long-Term Care Insurance Review
Let us help you find the right long-term care insurance for your specific needs.
Estate Planning
Is your estate plan in order? Will it protect your loved ones?
Small Business Owners
Small business owners face many challenges but also enjoy access to unique benefits that are too often untapped. Let our experienced advisors craft a custom strategy for your small business needs.
Buy-Sell Agreements
Our experienced advisors can customize an affordable strategy to fund your company’s buy-sell agreement.
Premium Financing (Tax-Free Income)
Our experienced advisors can help individuals with higher incomes and net worths accelerate their retirement savings with tax-free dollars.
HOW IT WORKS
Complete our secure online questionnaire
The process for improving your financial future begins with a single step of completing our secure online questionnaire.
Our team delivers your questionnaire to an experienced advisor
Within 24 hours of receiving your secure online questionnaire, our team goes to work to match you up with a qualified financial professional that services your area.
A C.A.R.-qualified advisor reaches out to you within 72 hours
You can expect to be contacted by a qualified financial advisor by phone or email within three business days.
Complete our secure online form to request your 100% free consultation
Please complete and submit the following form and a Financial Advisor will contact you within 3 business days. Be sure to read our Disclaimer here. (Privacy Note: We have a strict privacy policy ensuring that your information is kept 100% confidential. We will NEVER share your information with anyone except your prospective financial advisor.)
Disclosure Statement:
Jerry Robinson, an owner of Followthemoney.com, holds a life and health insurance license in the state of Arkansas, license #10213888. He is also licensed in California, Colorado, Georgia, Kansas, Louisiana, New Mexico, Ohio, Virginia, Washington, Wisconsin, Minnesota, New Jersey, Oklahoma, Tennessee, Texas, and Massachusetts. As a life insurance solicitor, Jerry refers fixed life insurance and annuity business to our various partners in exchange for a commission-sharing arrangement. This arrangement ensures that you receive specialized service while Jerry maintains oversight of your referral to guarantee the best experience.
Compensation Disclosure:
Jerry Robinson receives a portion of the commission generated from your policy as a referral fee. This does not impact the premium or terms of your policy.
Take control of your financial future and get on the road to financial freedom. It all begins with a single step.