Brandon Robinson

Licensed Annuity Investigator

More About Me

My name is Brandon Robinson. I specialize in helping my clients with financial preparation for retirement, often utilizing annuities effectively. I help clients all over the country find ways to generate more retirement income and find secure methods to grow and protect their money during these turbulent times.

Despite the ongoing market volatility and high-interest-rate environment, there are still strategies that you can implement now to ensure a steady income and keep your money securely protected from future market downturns. 

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I’ve been in the financial services industry since 2012.  My motivation to enter this field came from witnessing the pitfalls my dad faced. Losing a significant portion of his retirement savings in the 2000 and 2008 market crashes. My passion now is in helping families to retire stress-free, never run out of income, create a tax-free haven, and protect their hard-earned retirement savings.

I have been featured as a financial expert in publications like CBS News, Investopedia, Yahoo! Finance, USA Today, US News & World Report, MarketWatch, MorningStar, Fortune, Forbes, AARP, GoBankingRates.com, BankRate, and the Wall Street Journal. I became an Executive Producer of “The Baby Boomer Dilemma” documentary film. The film explores the greatest risks retirees face and shows us how to avoid them.

When I’m not in the office my favorite hobbies are traveling with my wife, Joy, to any great beach, or unique destinations like Ireland and Iceland. My wife and I joined our “families” together over 20 years ago, blending 5 daughters into the family. I picked up on playing disc golf to help keep fit. I also enjoy bird hunting trips from Texas to South Dakota, plus other great adventures like an annual river trip to Arkansas with a group of Christian men and leaders.

I reside in Texas, and even though my office is physically located in Plano, I can work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you achieve your retirement goals.

Sincerely,
Brandon Robinson