Interested in becoming a client?
Call Ken Robinson at (216) 688-3737 to schedule an appointment.
Appointments are typically scheduled about four to six weeks ahead. Office hours are strictly by appointment only.
Preparing For Your Appointment
Please download the following documents in preparation for your appointment. All documents are in PDF.
- Preliminary Personal Planning Profile
- Map and Directions
- Privacy Policy
- Practical Financial Planning's ADV Part II disclosure (password required to download this document).