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Bob Adams, CFP®,MBA,MSFP
certified financial plannerTM practitioner
Phone:
408-257-4137
Email: bob@armstrongplanning.com


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Armstrong Retirement Planning, LLC (ARP) is an independent solo fee-only Financial Planning practice, with a specialty in investment management and retirement planning. ARP has offices in Cupertino, California.

Our focus is helping you and your family achieve your financial dreams by providing you with the attention, expertise and care you deserve. Time is one of your scarcest resources and we can help provide sound advice and clear solutions so you can focus on your family and other priorities.

We work individually and confidentially with you to help you prioritize your goals and develop customized strategies to achieve your dreams. ARP is proud to count among its clients both pre-retirees as well as those already enjoying their retirement years.

Our approach is low key and highly personalized. Our goal is to be sure you as the client understand what is being proposed and why the recommendation is being made. By working closely with each client we can provide the personalized solution that best meets your unique needs. We are committed to helping you meet your goals.

The initial “get acquainted” meeting is complimentary. All services are provided on a fee-only basis. Investment management fee schedules are included in this web site in the “Services and Fee Schedule” Section and Financial plans are quoted on a fixed-price basis, usually in the range of $1,800 to $2,200.

Bob is a CFP® practitioner. CERTIFIED FINANCIAL PLANNERTM practitioners are individuals who have met the CFP Board’s rigorous education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including ethics training and continuing education requirements. In most cases it takes 3 – 5 years to meet the initial requirements to become a CFP, certified financial planner.

We encourage you to explore our site and learn more about the services we provide. Please contact us for a no-cost, confidential "get acquainted" meeting.




Armstrong Retirement Planning, LLC is a registered investment advisor in the State of California. This website is intended only for residents of California. My Form ADV can be reviewed on the Client Forms page of this web site.



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