Wells Fargo Advisors, LLC

At The Robertson & Martin Financial Consulting Group, helping clients achieve their preferred financial life is not only a necessity - it's our passion.  We are truly dedicated to developing long-term relationships solely based off of supportive financial guidance.  As a team, we believe collaborative efforts are essential, and we'll work together on the details of your account to provide the personalized attention necessary for developing succinct, disciplined wealth management strategies.  In everything we do, whether building an investment plan or rebalancing your portfolio, we put you in the driver's seat of your success, and stand by you with steadfast support, every step of the way.

 
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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

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Market Watch

May 26, 2012 @ 06:30 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
NYSE Composite 7,534.33- 18.03
AMEX Composite 2,227.38+ 1.45
10 Year Treasury Note 1.75- 0.01

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