COLMAN, President | www.CpstnConsulting.com | [email protected]
We specialize in Annuities, Financial & Estate Planning, Life Insurance, and Wealth Management. specializes in creating: comprehensive solutions to the issues of tax-deferred growth of principal, tax advantaged income streams in retirement, minimizing the impact of income and estate taxes when executing wealth transfer, providi
ng estate liquidity upon death, protecting assets utilizing risk free, guaranteed insurance products. Every solution is tailored to the needs of the individual client. With over 35 years experience, we make certain we understand client needs, match them to an individualized action plan and then execute the plan with both care and precision. Our clients are treated as family, with many clients having long-term relationships with us. We work with your legal team or can refer you to counsel specializing in matters of Estate Law. Please take the time to learn about our Company. We look forward to welcoming you as a member of our family." About Robert B. Colman, President:
Robert B. Colman specializes in matters of Personal & Corporate Risk Management, Income and Estate Tax Planning, Wealth Transfer, Asset Protection and utilization of Trusts, creating tax preferred income streams and maximizing Retirement Programs using both Qualified and Non-Qualified Funds. He has been an active member of his community, both personal and professional, for over 30 years. He is a Past President of Temple Kol Ami Emanu-El and is Past Chairman of the Temple Kol Ami Emanu-El Foundation Board.
