Robert T Billingsley, J.D., CLU®, ChFC®, CLTC

Financial Advisor

 

Welcome!

Thank you for visiting our webpage!  My team and I believe strongly in the value of financial planning and enjoy working with individuals who are committed to building a secure financial future for themselves, their families and/or their businesses. 

Most people have high hopes for their future.  Hoping can provide endless opportunities- but it is not a strategy.  Thinking through the details of what you want, writing down your goals and committing yourself  to take action daily is the only way to become financially successful. 

Our Mission:

"Our mission is to empower clients with a vision and road-map for financial security through a planning process that focuses on what is most important to them."

 

Our Planning Process:

Financial planning requires a commitment from both you and us.  The process begins with an initial meeting.  This allows us to help you articulate and prioritize your goals and to help us gain a clear understanding of your current situation.

Once we have a clear understanding of your goals and objectives, we prepare a written "Personal Planning Analysis" that analyzes your current situation and provides recommendations to help you achieve your goals.   Because of our access to Northwestern Mutual's world-class solutions and product specialists, we can also help you implement your plan and meet with you on an on-going basis to help you remain on track.  

 

 

"Financial Security is not a matter of chance -- it's a matter of choice. What's your choice?"

 

Proud sponsor of Northwestern Mutual Player of the Game
 University of Mary Washington Men's and Women's Basketball 
 

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What Can You Expect When Working with Me

Watch this short video to discover how my unique approach to financial planning may benefit you.

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