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

Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses

Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.

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.

New Changes to College Financial Aid and Education Tax Benefits

The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.

HOT TOPIC: Antitrust Crackdown Aims to Increase Competition

See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.

More Newsletters →