Robert Schumann, CFP®, AIF®, EA
Buena Vista, Colorado, 81211
Member Since 2005
Business Week listed us as one of the 50 most experienced advisors in the nation. We let you sample our services before you hire us. With our patent pending online interview, artificial intelligence and expert system, we will deliver a customized financial plan and investment advice for $99. We believe investing is a science, not a sport. Giving you the plan first, allows you to determine if we can meet your needs, and if so, what level of service you desire. In many cases, the plan may be all you need.
My Location
Background Information
Years of Financial Experience
- 17
Education
- University of Wisconsin (MA)
- The Ohio State University (MBA)
- Wisconsin Lutheran Seminary (MDiv)
- Tel Aviv University (Two summers)
Certifications and Designations
- CFP®
- AIF®
- EA
Association Memberships
- NAPFA
- ACA
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Waterhouse/Ameritrade
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly, annually and upon request
- I review my clients' investment portfolios with them quarterly, semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 2518448
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Cambridge Financial Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Colorado
- Ohio
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Career ChangeSmall Business Consulting
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, CIS (Cambridge Index Strategy)
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services
Visit Website - http://www.cambridgefinancialadvisors.com
