Michael Roberts, mrobertsfinancial.com

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.



Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.



Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.



 




 

Account Access

View Your Personal Accounts



Personal Folders

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

Guard Against Growing Cybersecurity Threats

A discussion of some specific cybersecurity threats and tips to help small businesses protect their interests from hackers.

HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?

A look at the relationship between oil and gas prices, and how global factors have driven up prices at U.S. fuel pumps.

HOT TOPIC — Trade Tactics: New Metal Tariffs Reflect Policy Shift

An overview of recent changes in U.S. trade policies, and how they might affect international relations and the U.S. and global economies.

More Newsletters →