Boomer Authority™

Robert J. Krakower, CFP, CLU
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  • Huntington Beach, CA
  • United States
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  • Jim Alvino
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Robert J. Krakower, CFP, CLU's Groups

 

Robert J. Krakower, CFP, CLU's Page

Latest Activity

Fran Larkin joined Robert J. Krakower, CFP, CLU's group
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Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
Jun 15, 2014
Dave McKeon, CBC, PCC joined Robert J. Krakower, CFP, CLU's group
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Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
May 23, 2013
Mark Fickler joined Robert J. Krakower, CFP, CLU's group
Thumbnail

Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
Dec 10, 2012
Sylvia Manlove joined Robert J. Krakower, CFP, CLU's group
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Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
Jan 24, 2012
Robert J. Krakower, CFP, CLU commented on Robert J. Krakower, CFP, CLU's group Redefining Retirement For A New Generation
May 18, 2011
Robert J. Krakower, CFP, CLU replied to Robert J. Krakower, CFP, CLU's discussion Another nail in the coffin of the aging pension system in the group Redefining Retirement For A New Generation
"Jim, as generations in the past relied on the "three legged stool" in retirement i.e. Social Security, Pensions and Personal Savings, this is just another example of the the slow destruction of traditional retirement. As my book…"
May 17, 2011
Jim Alvino replied to Robert J. Krakower, CFP, CLU's discussion Another nail in the coffin of the aging pension system in the group Redefining Retirement For A New Generation
"I've read the article.  The changes must happen and will happen despite the outcry of thoses affected most.  The same old same old isn't sustainable.  Cuts already taking place to support the unsupportable are bad for all…"
May 17, 2011
Robert J. Krakower, CFP, CLU added a discussion to the group Redefining Retirement For A New Generation
May 17, 2011
Lynda Smith joined Robert J. Krakower, CFP, CLU's group
Thumbnail

Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
May 14, 2011
Robert J. Krakower, CFP, CLU commented on Robert J. Krakower, CFP, CLU's group Redefining Retirement For A New Generation
"Please read this article. Not very promising for the lower half of the Baby Boom Generation   http://www.msnbc.msn.com/id/43023843/ns/politics-more_politics/"
May 13, 2011
Grace Becker commented on Robert J. Krakower, CFP, CLU's group Redefining Retirement For A New Generation
"Good morning, I just joined Boomer Authority. I am excited to see our generation using technology to connect and learn from each other. I wanted to introduce myself. My webiste is http://www.beginnersbloggingcoach.com. I work with baby boomers…"
May 3, 2011
Grace Becker joined Robert J. Krakower, CFP, CLU's group
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Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
May 3, 2011
Jim Alvino joined Robert J. Krakower, CFP, CLU's group
Thumbnail

Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
Apr 19, 2011
Edward Kerfin joined Robert J. Krakower, CFP, CLU's group
Thumbnail

Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
Apr 6, 2011
Dr. Douglas Fitzgerald joined Robert J. Krakower, CFP, CLU's group
Thumbnail

Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
Apr 4, 2011
Robert J. Krakower, CFP, CLU posted a group
Thumbnail

Redefining Retirement For A New Generation

The purpose of this group is to get people to think differently about retirement. To get them to realize that the old rules of retirement no longer apply, as forces beyond their control are changing the shape of retirement itself. See More
Apr 4, 2011

Robert J. Krakower, CFP, CLU, GEPC..Author, Lecturer, Radio Talk Show Host

 

Robert is a Certified Financial Planner and founding partner of Equity Masters Group and The Action Foundry. Over the last 20 years, Robert has helped his clients make wise decisions on how to invest their “hard earned money.” Robert focuses his practice on providing comprehensive solutions in the areas of investments, insurance, wealth management, tax strategies, estate planning and executive benefits.

Financial planning is a relationship business, says Robert, and I enjoy working closely with my clients to safeguard the financial futures of their families and businesses. Although every client’s situation is unique, each one shares the common need to accumulate wealth, provide for a rewarding retirement, guard against unforeseen misfortune and liability, and plan for the tax efficient distribution of their legacy. In order for businesses to recruit and retain top executives and qualified employees, they must provide appropriate incentives and benefit programs. I help create peace of mind for employers by crafting business continuation and risk management plans to ensure that the operation of their company can endure even the loss of a significant employee.

My responsibility is to bring together solutions to complex problems, and then carefully implement and diligently monitor the strategy to help my clients achieve their goals. I want my clients to enjoy the peace of mind that comes from having their financial affairs in order.

Robert is eminently qualified to guide his clients in their pursuit of financial independence. Robert graduated from the College for Financial Planning and the Prestigious Wharton Business School Executive Program. He holds a Certified Financial Planner designation, as well as a Chartered Life Underwriter designation. Robert is a Graduate Estate Planning Consultant, a charter member of The Institute of Certified Financial Planners, The International Association for Financial Planning and a member of the California Tax Education Council. Robert also holds NASD license Series 7, Series 24 and Series 63. He has been recognized as one of the Top 200 Advisors in America by Linsco/Private Ledger.

 

Robert lives with his wife Lori and their two children Samantha and Nicholas in Huntington Beach, CA.

Comment Wall (2 comments)

You need to be a member of Boomer Authority™ to add comments!

At 11:08am on February 16, 2011, Phil McMillan said…

Hi Robert,

 

Thanks for joining the Baby Boomer Baloney group. I have not been a very good leader for this group lately. I am creating a new membership site that will be entitled "Baby Boomers... Laugh and Learn" and it will be released soon. Once that project is complete I will spend some time on this group you just joined. In the meantime, feel free to submit humorous items that our group can enjoy. Talk to you soon.

 

Phil

At 6:31pm on February 10, 2011, Jim Alvino said…

Hello Robert, welcome to Boomer Authority.  I understand you're quite an expert on retirement.  In fact, I've read your book -- twice.  I look forward to seeing your profile in the near future.

Best,

Jim

 
 
 

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