About


We help people grow their wealth outside of the stock market.

Think about this for a moment: Since wealth is unconventional, why do most people follow conventional advice when it comes to achieving it?

With all of the financial information that’s available to us today, why are people still struggling financially? Doesn’t it make you think something isn’t right and there’s a problem somewhere?

 

When it comes to building and protecting your wealth, most of the information you learn comes from financial institutions or those representing them. The institutions are in the business of collecting money. They are quick to collect it, slow to return it, and charge fee's (sometimes excessive) for poor performance. If you study on how they create wealth for themselves, you will find out they do the exact opposite of what they tell you to do.


Another thing to consider, most of the typical strategies work very well in a rising market, but in a falling or flat market, they don't perform or they lose you money.

 

Robotic Financial Concepts was created out of this frustration seeing that the commonly accepted financial advice made Wall Street institutions wealthier than the people who invested in it. We operate as Investment Advisors Representatives (IAR) and are federally licensed to give investment advice from a fiduciary platform. This means we must act in your best interest.


Advisors acting from the suitability standard means that the investment must be suitable for you. A suitable investment doesn't mean it's the right investment for you.


We show clients how to build wealth outside of the stock market by using alternative investments and life insurance. We don't follow the Assets Under Management model.


We help business owners, individual investors, entrepreneurs, accredited investors, and real estate investors review their strategies and adjust them to be more effective with minimizing taxes, optimizing their portfolio to minimize loses, and legacy planning.

 

We follow Prosperity Economics, which uses the 7 Principles of Prosperity philosophy that are based upon sound principle to create wealth that have been used by wealthy individuals, financial institutions, and corporations for decades.


Our primary focus is alternative investment and life insurance strategies and if needed we can also help companies and individuals with their health insurance services and benefit plans.


We believe in financial education because a financially educated client is a better client. Click here to visit our resources section to learn about our philosophy and strategies.

 

For more information, you can email us at sheldon@sheldonsingleton.com or call 949-331-6123.