Jody Robinson
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JODY ROBINSON, CFP® brings over a decade of financial services experience to the table to help you with personalized service and solutions for your financial planning and investment needs. Locations to serve your needs in Chicago and Oak Lawn, or via video and phone conference.
06/01/2026
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.
05/28/2026
When giving to charity, some make cash donations. Others want a more sophisticated strategy.
Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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