Personalized Financial Planning

One of the most important decisions you will need to make as you approach retirement is the makeup of your financial planning team.
At Michael Roberts Associates, we are highly experienced and offer the objectivity, discipline, prudence, and judgment that you can rely on as you plan for and enjoy your retirement years.

The fact is we all have to take a more active role in saving and investing for a financially secure future.

At MRA, we can provide a personalized comprehensive financial plan that will serve as a road map for your retirement preparation and future.
We then continuously update and monitor this plan to accommodate the changing circumstances of business and life.