Robertson & Co. LLC
918-742-7772
  Home
  About Us
  Our Approach
  Member Registration
  Our Philosophy
   Resources
  FAQs
  Contact Us
Feel free to browse through our list of articles and links for professional advisors and estate planning professionals:

Articles
"Life Insurance - It's Not Just for Liquidity Anymore"
by Thomas V. Robertson, CLU
"The Perpetual Dynasty Plan - Family Achievement by Design"
by Thomas V. Robertson, CLU

"What Professional Advisors Should Know and Ask about Life Insurance"
by David N. Barkhausen, J.D., CFP

"Twenty Reasons for Life Insurance for the Large and Liquid Estate"
by David N. Barkhausen, J.D., CFP


Links
The National Association of Personal Financial Advisors (NAPFA)

NAPFA is the largest professional association of fee-only comprehensive financial planners in the United States with over 1100 Members and Affiliates nationwide.

The American College of Trust and Estate Counsel (ACTEC)

The American College of Trust and Estate Counsel is a professional association consisting of approximately 2,700 lawyers from throughout the United States.

Noel C. Ice, Attorney at Law

An extensive collection of articles, templates, forms, and useful information on trusts and estate planning compiled by attorney Noel Ice.