Current Clients

Current Clients

Our Mission

Precision Wealth Strategies empowers its clients to think bigger, do more for themselves and the people around them, by accomplishing client objectives through effective team coordination with less risk and less taxes. Our mission is…

  • To help our clients achieve, grow, protect, enjoy and ultimately transfer their financial wealth.
  • To focus on the Estate/Business Succession and the Risk/Asset Management needs of our targeted clientele.
  • To crystallize our clients’ financial objectives and assist them in implementing a plan to help accomplish those objectives.
  • To be the catalyst in the planning process.
  • To help our individuals and families with planning that encompasses wealth sustainability and asset protection through cash flow and net worth analysis.
  • To help executives and family businesses with, but not limited to, business exit planning, business protection strategies and compensation arrangements the coordination of the legal, accounting and insurance aspects of the family and/or business plan.
  • To have a game plan for every time a “What If Life Happens,” is questioned.

Through our experience, our process, and unparalleled resources, we remain dedicated to providing our clientele sound recommendations geared specifically toward the accomplishment of their objectives. The asset of our clients we value the most is their trust.

So…what exactly is it that we do? We make certain every aspect of your plan – from defining intimate financial objectives, helping a person accumulate assets, how you exit your business – speaks to each other, and making sure it all happens with a focus on less risk and less taxes.

How To Use Our Office

2 minutes

A Better Approach To Building Financial Wealth

At Precision Wealth Solutions, it is an honor to be trusted with the financial welfare of our clients. To show our appreciation, we do more than just help you to manage money. We offer the resources you need to build a solid plan for your future. While creating a plan, our first priority is protecting not just you, but the people you love. Here’s how.

Our Approach

There are two main goals of financial firms: building wealth and protecting assets.

Our competitors often focus primarily on increasing income and investing positive cashflow. After helping the client to acquire wealth, then the company assists with building a nest egg, creating a retirement savings plan and sorting through estate planning.

For clients who are willing to take the risk, there is nothing wrong with this approach per se. However, we believe in offering protection first and building wealth later. There is always some level of risk in investing, so by securing your assets first, you help to protect the people you love and the success you have already built.

Here are some of the steps we take to ensure financial security for yourself and your loved ones:

  • Insurance Products
  • Estate Planning
  • Retirement Planning

Getting To Know You

Many clients are surprised to learn that we begin our wealth-building process by getting to know them.

This involves not just basic information about yourself and your financial goals, but also collecting data about your current financial status.

Have you paid off all your debt?

How far along are you with saving for retirement?

Do you have a large family to care for, or are you are a bachelor?

These are just some of the many questions we need to address.

Thus, by getting to know you first, we are in a much better position to protect your interests. With this out of the way, we can then move on wealth-building strategies, through generating positive cash flow and building private equity.

Providing Ongoing Support

We understand that not everyone begins their financial journey with a sound understanding of how the financial market works.

As a result, part of our ongoing support includes educating our clients on all their available options before recommending a decision.

Additional ongoing support includes:

  • Tax Preparation
  • Cash Flow Management
  • Philanthropic Planning
  • And Other Financial Planning Services!

We encourage our clients to keep their personal wealth management information updated on the PWS website.

Why is this important?

When we assist with preparing your documents, it is imperative that we have accurate and current information. This is especially important for tax, insurance and estate planning services.

In Preparation For A Meeting

When meeting with the Precision team, please bring the following items:

  • Updated Cash Flow
  • Outside Assets
  • Risk Questionaire
  • Expectations
  • Changes In Your Life
  • Outside Insurance
  • Updated Documents For Us To Review
  • Comparison Of Outside Portfolios

About Precision Wealth Strategies

Many of our clients choose to work with PWS after interacting with Darin Robinson. However, he works alongside a large network of trained and licensed financial professionals as well.

We start by walking you through the planning process and then creating your turnkey formula for success.

PWS serves clients in five states, including Missouri, Texas, Colorado, Arizona, and Florida.

If you live in our service area and would like to hire a team of professionals that are dedicated to helping you build wealth, contact us or schedule a meeting today.

Client Portals

Precision WMS     Precision Investment Performance Portal (IPP)