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

Five Money Issues to Talk About Before the Wedding

Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.

Coping with a Labor Shortage

As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.

Do Target-Date Funds Hit the Bull’s-Eye for You?

More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

Classifying Workers: Know the Rules and Risks

This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.

More Newsletters →