Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients wills, estate plans/trusts, long term care planning, income planning and insurance needs. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
- Financial Needs Analysis
- Income Planning
- Estate Planning and Preservation
- Preservation of Capital and Principal Protected Growth
- Wealth Transfer Strategies
- Market Risk Investments
- Long Term Care Planning
- Medicaid Planning
Just imagine a complete retirement plan, where all your financial, estate, and tax preparation needs are addressed. This is your A. Roberts & Associates, Inc. comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people
Recently, NBC’s Today Show ran an interesting article on retirement, please read here.