Robert Young, Certified Financial Fiduciary® Investment Advisor Representative 203-793-0707 phone 203-793-0705 fax Robert@SAM-RIA.com For Bob, retirement planning goes far beyond investment management—it is about protecting the financial independence you have spent a lifetime building. As a Certified Financial Fiduciary®, Bob is held to the highest standard of care, ensuring every strategy and recommendation is made solely in your best interest. He takes a deeply personal approach to wealth management, taking the time to understand your unique values, family priorities, and long-term vision. Bob’s Approach to Retirement Planning Personalized Strategy: Tailoring comprehensive roadmaps built specifically around your lifestyle and retirement goals. Proactive Discovery: Identifying hidden risks and tax inefficiencies early to safeguard your wealth before market shifts occur. Dynamic Management: Continuously refining portfolio strategies to adapt to evolving market environments and life changes. Income & Capital Preservation: Structuring sustainable income streams designed to withstand market volatility and unexpected expenses. Beyond the Office Bob brings the same dedication to his personal life as he does to his clients. Happily married for over 30 years and the proud father of three, he spends his time outside the office traveling with family and enjoying life on the coast.
