All At One Financial

Synchronized Financial Management & Risk Mitigation Services

Guiding you to grow your wealth, secure your future, and live with peace of mind

Our Services

Invest in Holistic Financial Planning Tailored to Your Needs

We design personalized retirement plans to ensure financial security and peace of mind. Our strategies focus on sustainable income, tax efficiency, and aligning with your long-term retirement goals.

We offer estate planning to strategically manage your assets and legacy. We minimize tax liabilities and ensure your wishes are met through wills, trusts, and charitable giving. Our services, including affluent client guidance and legacy planning, help secure your wealth for future generations.

Our tax planning services aim to minimize liabilities and maximize efficiency, using strategic approaches to reduce your tax burden and enhance overall financial health and compliance.

Explore life settlements with us to unlock value from existing life insurance policies. We guide you through the process, ensuring optimal outcomes while aligning with your financial objectives.

 

Protect your wealth with our asset protection strategies, which safeguard against unforeseen risks. We tailor solutions to your needs, ensuring your assets remain secure regardless of life’s uncertainties.

Our wealth management services provide comprehensive strategies to grow and preserve your assets. We tailor investment solutions to align with your financial goals and risk tolerance, ensuring long-term prosperity and stability.

Our Unique Approach to Distinctive Wealth Protection

Prioritizing Your Needs First

At All At One Financial, your financial well-being is our top priority. Unlike many, our tailored advice centers on your goals, ensuring your unique needs guide every decision and strategy we implement together.

Comprehensive Expertise and Strategic Alliances

With a broad spectrum of financial insights and strategic partnerships with top law and industry experts, we deliver unparalleled guidance. This collaborative approach ensures you receive the most informed and effective financial solutions.

Your Go-To Resource for Holistic FInancial Planning


We offer an all-encompassing service for asset protection and wealth growth with minimal risk. Turn to us for answers on tax reduction, estate planning, and business strategies, knowing you’re supported every step of the way.

Older man with grandson on beach

Creators of the Synchronized Financial Fitness

Together with you, we focus on supporting your financial goals.

financial advisor Bruce Robbins South Florida

Welcome Message from Our CEO

Bruce E. Robbins has more than four decades of successful years as a veteran of the Financial Services Industry and has the rare ability to examine the entire picture of a person or business situation. Then employing his developed “Synchronized Financial Wellness System” he is able to compile a detailed easy to understand prescription to help accomplish the prescribed goals. Even if he does not know the details of how to produce the specific strategies, he usually knows where to find the answers.

Bruce Robbins

CEO, All at 1

How We Help You Achieve Your Financial Goals

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Achieve your wealth accumulation goals through strategic investment planning

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Secure your wealth protection goals with comprehensive risk management

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Meet your wealth distribution goals through effective retirement and estate planning

How We Work

Supporting Your Financial Journey Every Step of the Way

At All At One Financial & Risk Resources, we focus on a personalized approach to effective financial management. Our method involves understanding your distinct needs and goals, creating a plan just for you. Here's how we begin:

Initial Consultation

Engage in a relaxed dialogue where we uncover your financial goals and aspirations, building a foundation for a strong and supportive partnership.

What To Expect:​

Data Collection & Analysis

We gather comprehensive data on your financial situation, assessing assets, liabilities, and future objectives to craft a plan that reflects your values.

What To Expect:

Setting Goals Together

Once we have a clear understanding of your financial picture, we align our expectations and goals to ensure a unified approach towards success.

What To Expect:​

Testimonials

Happy Clients, Real Stories

Bruce is a great financial person who is very knowledgeable, personable, makes things clear and is not pushy. We have been with him for 7 years and have only made money. Great feeling of financial security
Bryan and Andrea B
Retired Police Officer and Nurse Practitioner
I have worked with Bruce for 24 years. He was a great at helping me after my husbands unexpected death and lead me to comfortable retirement years. He has also been very helpful to my sister. He responds to my calls, emails and texts promptly
Patrice J
Client
I have done business with Bruce for over 18 years and his advice has been spot on during our relationship. He has also been a great source for research for me even though he was not getting paid for it. He provides extra value added service.
Tom K.
Retired Bank CEO

How Allatone Financial Protects Your Wealth

Strategic Risk Transfer

Allatone Financial guides clients through selecting optimal insurance policies, banking relationships, and contractual agreements. Your assets deserve a strong safety net, carefully designed for your specific needs.

Proactive Risk Reduction

Like a skilled physician for your finances, your planner conducts regular portfolio check-ups and implements preventive measures. This vigilant monitoring helps identify and address potential issues before they impact your wealth.

Strategic Risk Retention

Your financial planner helps determine which risks you should manage directly, such as insurance deductibles and co-insurance options. This balanced approach ensures cost-effective protection without unnecessary expenses.

Customized Risk Management

Life's opportunities shouldn't be limited by fear. Your financial planner develops personalized risk management strategies that protect your wealth while supporting your life goals and aspirations

Balanced Financial Future

Navigate Your Holistic Financial Journey with Confidence

At All At 1 Financial & Risk Resources, we truly understand what matters most to our clients—maintaining independence and flexibility in their financial lives. Our holistic financial management approach aims to help you avoid costly mistakes with taxes and investments, ensuring that your financial strategy aligns with your life goals. We believe in helping you pass down your values, not just your wealth, to future generations. Explore our comprehensive services below, thoughtfully designed to address your concerns and help you achieve your financial goals in a friendly, trustworthy manner.

Faq

Your Questions Answered

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