About Us

Anthony S. Roberts, ChFC®, CSA

Welcome and Thank You for visiting our website!

Our goal is for you to find the information necessary that allows you to make clear and concise decisions regarding your financial future.

We have teamed with noted economists and professors from some of the best universities in the world that share our thoughts of providing you the optimum results when planning your retirement.

Many years ago as a young boy growing up on a farm in Kentucky I was taught the value of planning today for tomorrow’s success.  From there I went on to earn a Mathematics degree from the University of Kentucky and thus the foundation for being a problem solver.

You see I feel all of us have the right to a better future, a better retirement and a better life BUT are we willing to be accountable for what has to be done today in order to allow the compound effect to take hold for tomorrow…..This is what we try to accomplish for our clients.

For over 30 years, I have been involved in the wealth management, insurance and planning profession.  It is one that I have passion and have continued to enhance through continuing education and the earning of such Professional Designations as the Certified Senior Advisor (CSA) certification and the Chartered Financial Consultant (ChFC) designation.

My wife and I recently celebrated our 28th wedding anniversary and we have two spectacular daughters.  We have been members of Southeast Christian Church in Louisville, Kentucky for over twenty years and truly believe that faith, family and giving back to the community are cornerstones to our beliefs.

Thank you once again for your time and consideration and please submit any questions or inquiries to us for response.

Kind regards and May GOD Bless,

Anthony S. Roberts, ChFC®, CSA