Michael Roberts, mrobertsfinancial.com

As with most other things in life, the key to achieving your long-term financial objectives is to prepare. 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, preparing for 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

A Steady Strategy

Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.

Your Business: New Rules for Writing Off Restaurant Meals

The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.

HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains

As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.

Sequence Risk: Preparing to Retire in a Down Market

This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.

More Newsletters →