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 Red Flags That Raise the Odds of an Audit

Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.

Survivor Benefits Provide a Financial Lifeline

Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.

Mid-Year Is a Great Time to Fine-Tune Your Finances

The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.

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 →