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Specialties
As President and Founder of JBR Associates, LLC, Brandon Robinson leverages sophisticated retirement planning strategies—endorsed by Nobel Prize-winning economists and PhD-level financial experts—to safeguard clients' savings from market volatility while maximizing guaranteed retirement income.
Guided by these evidence-based principles, Brandon served as an Executive Producer for the acclaimed documentary "The Baby Boomer Dilemma", directed by Doug Orchard. The film exposes critical risks in America's retirement system—including challenges with pensions, Social Security, 401(k)s, and annuities—and outlines practical steps pre-retirees and retirees can take to secure their financial futures. Brandon and his team serve clients in 17 states, delivering tailored solutions such as: - Guaranteed income streams (creating personal pensions) - Roth conversion strategies for tax-free retirement income - Long-term care planning alternatives (without traditional LTC insurance) - Risk-free growth options for protection and portfolio diversification A native Texan, Brandon and his wife, Joy, have called the Dallas area home for more than 40 years. Holding the Retirement Income Certified Professional (RICP®) designation from The American College of Financial Services and a degree in Applied Mathematics, Brandon grounds his recommendations in scientific analysis and proven data—never speculation or opinion. Outside the office, Brandon enjoys family time and remains actively involved in his church community, where he continues to serve others.
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RICP
Chartered Designations
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This material is for informational and educational purposes only and is not intended as tax, legal, or investment advice. JBR Financial Services and Brandon Robinson, RICP® do not provide tax or legal advice. Clients should consult their qualified tax advisor or attorney prior to implementing any strategy discussed herein. Any discussion of Roth conversion strategies assumes current federal tax law, which is subject to change. Tax-free treatment of Roth distributions is based on current law and individual circumstances. Past performance is not indicative of future results.