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FORGE A

LIFE OF STEWARDSHIP

At More Than Wealth, we want to help you plan an intentional retirement to have the freedom you deserve to live on your terms. Our steadfast commitment to you is focused on protecting against the unexpected and building a prosperous financial future. Through building relationships and financial plans, the team at More Than Wealth wants to help you practice good stewardship so you can live the life you envision and leave a lasting impact on your community.

A PATH TO

CULTIVATING PURPOSE.

Lonnie Robbins, CTBA, is the founder of More Than Wealth and a second-generation retirement planner dedicated to turning dreams into reality. Once an aspiring architect inspired by Frank Lloyd Wright, Lonnie’s global journey — From Hawaii to Morocco— led him to discover his true calling: designing financial blueprints to secure lasting retirements. Raised in the Midwest by blue-collar parents who faced financial hardship in retirement, he’s driven by a mission to shield families from similar struggles. Married to his college sweetheart and father of two miracle children, Lonnie brings heart and expertise to every financial plan, ensuring clients never outlive their wealth.

ARE YOU READY TO BUILD YOUR

FINANCIAL FUTURE?

Our mission is to help you plan an intentional retirement that gives you the freedom to live on your terms. Our steadfast commitment is focused on protecting against the unexpected and building a prosperous financial future. Through building relationships and financial plans, the team at More Than Wealth wants to help you practice good stewardship so you can live the life you envision and leave a lasting impact on your community.

PLANNING
YOUR FUTURE

WITH INTENTION

We believe that with a solid plan, you can live a life of abundance. That’s why we are dedicated to building robust financial strategies designed to help you thrive. Our approach goes beyond traditional planning—we focus on tax efficiency, family legacy planning, retirement income, and asset protection while proactively addressing rising healthcare costs and inflation.

As a Certified Tax & Business Advisor (CTBA), we bring an added layer of expertise to the planning process. While many tax professionals focus primarily on compliance—ensuring accurate filings and reporting—the CTBA designation emphasizes proactive tax planning strategies designed to help clients potentially reduce their lifetime tax burden. This advanced certification reflects specialized training in the intersection of tax strategy and financial planning, allowing us to integrate forward-looking tax insights into every aspect of your financial plan.

Our goal is to help you secure reliable, sustainable income in retirement and make informed decisions that align with your long-term vision—so you can live with intention and fulfill your purpose.

UNCOVER OPPORTUNITIES WITH A

TAX-SMART RETIREMENT STRATEGY

Building a strong retirement requires clarity on how taxes may impact your retirement. Our Tax Analysis tool is designed to help you identify potential savings and uncover strategies to keep more of what you’ve earned. With thoughtful planning and clear insight, you can build a retirement that not only meets your needs—but honors your values. Take the first step today by exploring your personalized tax analysis.

YOUR GUIDE TO A

CONFIDENT RETIREMENT

At More Than Wealth, we believe intentional planning leads to greater peace of mind. Our set of six retirement guides is designed to equip you with the clarity, confidence, and stewardship tools you need to prepare for the future you envision. Start building a retirement plan rooted in purpose, one step at a time.

ARE YOU READY TO BUILD

YOUR FINANCIAL FUTURE?

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