J Diane Robinson, CLTC®
IP Financial Advisory Services, LLC
Innovation Partners, LLC
Phone: 412-500-9430 | 704-708-5461 | 724-388-0136 (cell)
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I am a Registered Representative with Innovation Partners, LLC and an Investment Advisor with IP Financial Advisory Services, LLC – a diversified financial services and consulting firm. I am also certified in long-term care CLTC®.
An important aspect of my business is assisting business owners and executives in making the crucial decisions that can secure the future of their companies. Businesses need effective tools and strategies to help them protect and grow their companies, to hire and retain an engaged and competent workforce, and to ensure compliance in today's challenging environment.
Helping individuals and families work towards realizing their financial goals is another important aspect of my business. Financial planning is often perceived as a service for the wealthy and super-wealthy. Coming from a blue-collar background, I know that people who don't have millions of dollars saved for retirement, college, or other financial goals need financial guidance, too.
Understanding the unique needs and goals of each client or business before making any recommendations is essential to my financial planning process. As an independent financial advisor, I receive no financial incentives to recommend one investment or product over another. I, however, work with other companies, like Compliance401K and Plan Confidence, to add valuable services that my clients need and that other advisors may not be providing.
Services and Products:
- Business Planning: Protection, Succession, and Supplemental Retirement
- Financial Planning: College, Retirement, and Social Security
- Financial Products: Annuities, Employee Benefits, Life Insurance, and Long-Term Care
- PlanConfidence: I provides personalized and ongoing advice for individual 401k, 403b and TSP plans.
- Compliance401k: Provides plan IRS Code 3(16) fiduciary oversight to ensure plan sponsors meet all requirements set forth by the IRS and Department of Labor.
- Advisor Credit Exchange ACx: Pre-qualified credit offers through a select and dedicated network of lenders.
- Flourish: An online, invitation only platform which provides innovative access to financial products:
- Competitive rates
- Unlimited transfers
- No minimums
- Increased FDIC insurance through Program Bank
- FlourishCrypto: A simple and secure way to invest in crypto
- 24/7 trading
- Easy funding
- $100 trade minimum
Licensed in Pa & GA
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Robinson's Computer Services
President & Founder
Robinson's Computer Services' mission is to assist small businesses in automating their operations, so they can become more efficient, competitive, and profitable.
We believe our commitment to the success of our customers is closely tied to the achievement of our success. To achieve our mutual success, RCS uses a two-step approach:
- Understanding the unique needs and challenges of our customers;
- Offering solutions and products that meet those unique challenges.