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

Business Cycle Basics: Recessions Begin and End Before We Know It

This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.

Should You Pay Off Student Loans Early or Save More for Retirement?

Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.

SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

Why You Might Need Disability Income Insurance

This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.

More Newsletters →