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ROBIN LYNN KAGAN


Wealth Advisor

CLTC, CPFA

2219 Rimland Dr, Ste. 301
Belllingham, WA 98226

Phone:

(360) 639-4058

E-mail:

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Contact Me

Please feel free to contact me with any questions.

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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HELLO THERE!! LET'S TALK ABOUT... YOU!!

Would you like to feel more at ease with your savings?
I offer an intial 20-30 minute free consultation,
in person, on zoom or by phone.

Let's talk about your money story and come up with a plan!

Then, imagine feeling at ease with your savings!

I've enjoyed the last 24 years empowering clients to
prepare for the unique challenges in life!

I explore ideas & innovative solutions, utilizing strategies from the well-regarded minds in the business of investing, that may benefit Your situation!

You decide what's most important, and what fits your comfort level!

It's a journey we are on together. So, let's get started!

Robin Lynn Kagan - Wealth Advisor

Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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