Robin Glen is redefining how planning is done.

We develop creative ways to solve complex tax and planning issues for entrepreneurial clients, creative risk takers and HNW families, with tailored structuring and life insurance.

Our clients are entrepreneurs who successfully disrupt the status quo. One-size-fits-all solutions won't cut it. We are thought leaders who identify the newest ways to deliver results to these clients and their advisors.

Not only do we have the experience, knowledge, and network to service our clients, we take the time to truly understand them, their needs, their objectives, and their desired outcomes. That is a powerful combination that delivers results.

Our team of experts comes from every part of the financial planning industry and prove the old axiom that the whole is greater than the sum of its parts. We have deep knowledge of insurance, finance, estate and business planning and taxation and bring that expertise to create holistic plans and bespoke solutions for our clients.

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Robin Glen

Robin Glen

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