About the Business
A new way to pay your bills and manage your cash.
We do the work for you! Finally a solution for those who: wonder where all their money is going, don't like the chore of paying bills, those who can't agree, are too busy, single parents, newly widowed, or are not emotionally or relationally able to stay on top of their bills.
Dr. Peter Robbins is unlike any financial advisor you've ever met. Rather than telling you what to do, he does the work for you by providing bill payment and cash management. In addition he provides financial counseling regarding budget, financial consulting, and business consulting.
With over 30 years of experience as a licensed clinical psychologist, marriage counselor, and financial advisor, Dr. Peter Robbins meets couples at the intersection of love and money. A place where most therapist and financial advisors dare to go.
Here's some of what we do:
1. Create a simple but comprehensive Cash Management Plan (Budget)
2. Pay all your monthly bills
3. Set money aside for your every-so-often bills
a. Auto Insurance
b. Property tax
c. DMV fees
d. Auto repair
e. Christmas
f. Vacation
4. Establish an Emergency Fund
5. Establish a Gift Planner
6. Get-Out-Of-Debt Plan (GOOD-Plan)
7. Provide financial counsel on financial decisions:
a. buy or lease a car
b. should you REFI
c. should I lend money to a relative
d. You need a trusted vendor: electrician, plumber, etc.
e. etc.
-
Summit Financial Consulting
Summit Financial Consulting is a family-owned investment company with a strong commitment to its clients. Our team works together to provide an all-in-one service that covers investment planning, tax planning, estate planning, college planning, and retirement income planning. We understand the importance of helping our clients achieve and maintain financial security, and we take pride in the work that we do. Our staff provides a personalized touch to ensure that our clients are comfortable and feel like part of the family. We have the resources of a large investment company, but always strive to make sure our clients are taken care of. With over four business units on site, Summit Financial Consulting is the perfect place to get sound advice and secure your financial future.
-
Cornerstone Financial Consultants
At Cornerstone Financial Consultants, we understand that successful retirement planning requires more than just building assets and protecting them. It involves creating a unified strategy to meet the individual needs and wants of our clients. That's why we take a unique team approach when it comes to retirement preparation. Our team consists of CPA's, attorneys, and other financial professionals who can help create a comprehensive plan to provide tailored solutions for each client. The process begins with an in-depth evaluation of your current financial situation. This helps us to get a clear understanding of your objectives and goals. With that information, we are then able to customize appropriate strategies that work best for you and your vision. This could include tax free retirement strategies, guaranteed spending & income plans, college funding, tax management, investment planning, retirement planning, estate conservation, cash management, and charitable giving. Our commitment to you is to provide sound financial guidance and a comprehensive retirement solution. We strive to give you the tools and advice you need to achieve your retirement goals and protect your wealth. With our team of experienced professionals, we are confident that together we can create a solid plan for your future.
-
Bedel Financial Consulting
At Bedel Financial Consulting, we are committed to helping you achieve your financial goals. We adhere to the highest fiduciary standard of care, with no commissions, no products to sell, and no conflicts of interest. We prioritize transparency and trust, so you can have confidence in your financial decisions. Our comprehensive wealth management services ensure that your success comes first. Our team of experienced professionals is dedicated to providing personalized guidance and strategies tailored to your specific needs. With decades of experience, we have the knowledge and resources to provide you with the peace of mind that comes from working with an experienced financial advisor. Let us help you make the most of your future.
-
Anderson Financial Consulting
Anderson Financial Consulting is a trusted provider of Tax Preparation Services, Tax Services and Business Consulting Services in Manor, Austin, Pflugerville and beyond. Our mission is to help our clients navigate their finances with ease through professional and personalized services. With years of combined experience, our team is committed to delivering the most reliable and comprehensive financial advice. Visit our website to learn more about how we can assist you, or simply click the link to reach out to us today! You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
-
USA Financial Consultants
At USA Financial Consultants, we provide assistance to home buyers, sellers, and owners in buying, selling, and refinancing their homes. We offer a variety of mortgage products, such as reverse mortgages, refinances, and first-time buyer programs. Our team can help first-time home buyers or experienced investors find the best loan for their situation, whether it be VA, conventional, or FHA. We pride ourselves on having the lowest rates in the market and a hassle-free process. When you choose us, we will pay for your appraisal. Our agents and brokers are ready to help you with all your real estate needs, from finding your dream home to selling or refinancing an existing loan. We specialize in VA Loans, FHA Loans, Non-Traditional Loans (such as Bank Statement Loans, Portfolio Loans, Purchasing or Refinancing, Private Financing), Conventional Loans, Jumbo Loans and SD203K. We are dedicated to helping you with all your real estate needs and strive to make the process as smooth as possible. Contact us today to get started on finding the perfect solution for your home buying, selling, or refinancing needs.
-
Resilience Financial Consultants
At Resilience Financial Consultants, L.C., we strive to help people achieve their financial goals and build wealth. We offer a range of services to help our clients, from financial education to credit restoration and new business development. Our team of Board Certified Credit Consultants, led by Brande` Jackson, is committed to helping people regain their buying power and establish a strong financial footing. We provide the tools needed to get approved for a home loan, qualify for refinancing, and make large purchases without having to pay high-interest rates. Additionally, our services can give new businesses the necessary boost to get them off the ground. We are passionate about changing people's lives and helping them to achieve success.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
-
Prominent Financial Consultants
At Prominent Financial Consultants, we provide tailored financial solutions for everyone. Our extensive range of services includes financial planning, bookkeeping, payroll, business consulting, business formation, business management, personal and business taxes, credit repair, and business incorporation. We strive to give our clients the best advice to help them reach their goals. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
-
Urgent Financial Consulting
At Urgent Financial Consulting, we provide credit financial consultations and analyze your credit score. We strive to help you build your credit score substantially and offer valuable educational information with your analysis. Furthermore, our proprietary methods and strategies allow us to challenge negative items from the three main credit bureaus.Our team of experienced professionals are dedicated to providing the best customer service by offering personalized advice and insights. We understand the importance of establishing credit and will work closely with you to ensure you achieve your goals.
Reviews (0)
Click to RatePublisher Info
- TPS was started to fill the gap of telling you how best to manage your bills and actually doing the work for you. While most of us really want to manage our funds well, life often gets in the way. We get distracted, can't agree on how to manage our money, or just don't like doing it. That's where TPS comes in, we'll do the work for you. This is a concept that the rich and famous have used for the past 200 years. For them, it's a "no-brainer." To learn exactly what we do and how we do what we do, check out our business website.
- (800) 296-5899
- 1370 Brea Blvd Ste 245 Hillcrest Office Park, Fullerton, CA 92835
- Visit Website
Opening Time
-
Mon
9:00 AM - 5:00 PM
-
Tue
9:00 AM - 5:00 PM
-
Wed
9:00 AM - 5:00 PM
-
Thu
9:00 AM - 5:00 PM
-
Fri
9:00 AM - 5:00 PM
-
Sat
Closed
-
Sun
Closed
