Empowering individuals and business owners to build lasting wealth through intentional budgeting, strategic planning, and values-driven financial guidance.

About

Robin Sanders lives by the principles of the “5 F’s,” which serve as the pillars of her life and work: Faith, Family, Fitness, Fashion, and Finance. Before she began helping individuals, families, and business owners take control of their finances and live life with intention, Robin was managing multimillion-dollar budgets and territories in the pharmaceutical and retail industries. Her natural proficiency with numbers and analytical thinking has been a consistent asset throughout her career. After a successful tenure in retail management, Robin made a purposeful pivot to pursue a path that aligned more closely with her passion for community impact and financial empowerment. Today, she helps clients define and achieve financial goals with clarity and confidence. Robin often describes budgeting as, “telling every dollar you earn where to go.” This simple yet powerful philosophy is at the heart of her financial guidance. Robin is deeply committed to delivering an exceptional, high-touch experience to every client she serves. She believes financial planning is a deeply personal journey—never onesize-fits-all. Her mission is to provide a customized, comprehensive approach that aligns with each client’s unique personal and professional goals. Every engagement begins with the foundation of a solid budget, the cornerstone of any sound financial plan. From there, Robin helps clients assess their current financial situation, identify potential gaps, and offer strategic solutions when necessary. These solutions may include retirement income planning, estate strategies, employee benefits and retention services, business continuation strategies, and trust services—provided either through her team or her trusted network of professional partners. If you’re seeking a dedicated financial partner to help build a legacy of wealth and well-being, Robin Sanders is the advisor you’ve been looking for. Her knowledge, experience, and unwavering commitment to her clients make her a trusted guide on the path to long-term financial success.

Let’s connect—and start building the future you deserve, today.

Career Snapshot

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My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Impliment

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession

  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform

Proven by Results. Trusted by Builders.

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

"This is what the industry’s been missing. A real partner that gets the business and delivers without ego."

— Advisor, Breakaway Team

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

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Disclosure:

Ca insurance license #xxxxx | state of domicile: xx
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*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479