Strategic Wealth Planning for Life, Retirement , and Legacy

Personalized strategies utilizing life insurance and annuities to help individuals, families, and small business owners protect, grow, and pass on wealth with confidence.

Who We Are

Meet Robbins Legacy Wealth Group

Led by Jill Robbins | Wealth, Retirement & Legacy Strategist

Robbins Legacy Wealth Group is dedicated to building lifelong relationships while helping individuals, families, and small business owners gain clarity, confidence, and peace of mind at every stage in life.

We are here to support you

Start with a Conversation

Every situation is unique. We begin with a strategy conversation to understand where you are today, clarify where you want to go-and identify what may be standing in the way.

From there, we walk you through a financial scoring analysis that gives us a clear picture of your current position-so we can thoughtfully map out the most effective path forward based on your goals, values, and timeline.

Our planning approach is designed to meet you where you are-whether you are building, protecting, or transitioning wealth.

Retirement Income Planning

Strategies designed to help create reliable income, manage risks, and support confidence throughout retirement.

Wealth Protection & Growth

Planning strategies focused on protecting assets, creating long-term growth potential, and maintaining flexibility through life's changes.

Legacy & Beneficiary Planning

Thoughtful planning to help ensure assets are passed on efficiently and intentionally, aligned with your long-term goals.

Business & Owner Protection

Strategic planning support for small business owners focused on continuity, protection, and long-term stability.

Build your Legacy

Start with a Conversation!

Every situation is unique. We begin with a strategy conversation to understand where you are today, clarify where you want to go, and outline a thoughtful path forward..

Client-First Approach

📍Education, not pressure

Every conversation begins with understanding your goals-so recommendations are thoughtful, informed, and always aligned with what matters most to you.

Multiple Options, Clear Choices

📍No one-size-fits-all strategies

Clients are presented with clear, well-explained options so they can make confident decisions at their own pace.

Long-Term Relationships

📍Not transactions

We focus on building lifelong relationships that support individuals, families, and businesses through every stage of life.

How We Help

Real Conversations. Real Clarity. Real Confidence.

Reflections from conversations focused on clarity, confidence, and trust.

Retired Homeowner

"Jill took the time to truly understand my goals before offering any recommendations. I never felt rushed or pressured-only supported. She took the time to walk me through multiple options, answered every question, and made sure I felt confident in each step we took together."

Small Business Owner

"What stood out most was that Jill didn't push a single solution. She presented several options, explained them clearly, and gave me space to decide what felt right. That level of respect and patience made all the difference."

Strategy Conversation Participant

"Even though I wasn't ready to take the next step immediately, the conversation gave me total clarity about where I stood financially. There was zero pressure-just honest guidance, education, and a clear picture of options."

Reflections are based on real strategy conversations and client experiences. Strategies and outcomes vary based on individual goals and circumstances.

Why Robbins Legacy Wealth Group?

Frequently Asked Questions

Clear answers to help you make confident financial decisions.

What types of clients do you work with?

We work with individuals, families, and small business owners at all stages of life-from those just getting started to those focused on protecting and passing on wealth.

How do I get started with Robbins Legacy Wealth Group?

It starts with a conversation. We begin with a strategy call to understand where you are, what matters most to you, and where you want to go-no pressure, just clarity.

Are your financial strategies customized?

Yes — every financial strategy is tailored to your goals, timeline, and values. There is no one-size-fits-all approach here.

Are you affiliated with specific financial companies?

I am partnered with Real Financial, an independent financial organization that provides access to a broad network of highly rated insurance and financial companies.

This structure allows me to evaluate solutions from multiple providers rather than being limited to a single company or product. My role is to help clients compare options, understand tradeoffs, and choose strategies that best align with their goals, values, and stage of life.

Do I need a large investment to work with you?

Not at all. Our role is to help you understand where you are today, understand your goals and options, and build a plan that fits where you are and where you want to go-whether you are starting small or managing more complex needs.

Do you offer life insurance?

Yes. Life insurance is often one component of a broader financial strategy designed to protect income, provide security for loved ones, and support long-term legacy goals. Recommendations are always made based on individual needs-never one-size-fits-all.

Serving Individuals, families, and small business owners-nationwide. Strategies may include insurance and financial products offered through independent providers. Availability and suitability vary based on individual circumstances.

This website is for informational purposes only and does not constitute financial, legal, or tax advice. Robbins Legacy Wealth Group does not provide tax or legal advice. Clients should consult with their tax or legal professional regarding their specific situation.

Copyright 2026. Robbins Legacy Wealth Group, a division of Light the Path Health & Wealth Transformation Center. All Rights Reserved.