President/Founder

 

 

 

 

 

 

 


Robin Barnes has over 30 years of experience in the financial services industry and is the Founder and President of Life Professional Insurance and Income Solutions Inc.  Robin has built an excellent reputation among clients, advisors, and peer groups as a unique educator specializing in Retirement Income Solutions and Legacy Planning.  Utilizing his extensive knowledge and background, Robin designs comprehensive and advanced techniques for Tax Advantaged Retirement Plans, Family Legacy Planning as well as Charitable Legacy and Gift Planning.  Robin works very closely with Clients and their Tax Planners and Legal Advisors to accomplish their desired financial and family goals.

Robin achieved his Social Security Advisor Certification from the National Social Security Association, LLC in Cincinnati. This certification allows Robin to counsel Clients, Tax Planners and Legal Advisors on the best way to claim Social Security benefits in order to optimize lifetime Social Security income and survivor options.  Robin is the Director of Planning Development and a member of the Advisory Board for the Wealth and Wisdom Institute.  Robin is a highly sought after speaker and trainer of concepts and strategies taught through Wealth and Wisdom Inc. and Circle of Wealth.

Robin has served in key executive positions for LifePro Financial Services (a National Marketing Group) since its founding in 1986. He is currently the VP of Business Development for the Costa Mesa/Orange County Offices and a Lifelong Board Member.

Robin recognizes a serious need in the financial services industry for client education and truthful, straightforward financial advice.  Clients are in need of help to find their "true purpose" for money and to obtain clarity, confidence, and understanding of their financial objectives in order to achieve success in their Retirement and Legacy Planning.

Robin will help you gain a better understanding of the financial concepts behind retirement, estate planning, investing, insurance and wealth preservation. Most important, he hopes you see the value of working with a skilled professional to pursue your financial and family goals.


Robin’s Unique Ability:

“Understanding complex problems and making them simple for clients and advisors as well as inspiring others to succeed through motivation and education.”


Robin’s recommended Readings;

  •   Leonard Reiner’s “Learning to Avoid Unintended Consequences”

  •   Leonard Reiner’sSudden Impact

  •   Patrick Kelly’s “Tax Free Retirement”

  •  Jim Stovall’s “The Ultimate Gift”

  •   Ric Edelman’s “Ordinary People Extraordinary Wealth”, “The Truth about Money” & “The New Rules of Money”.

  •   Ed Slott’s “Stay Rich for Life”, Growing and Protecting Your Money in Turbulent Times