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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

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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