Financial Planning Services

Services to assist with Financial Objectives

  • Cash Management - Money Market, CDs, Treasury Obligations
  • Professional Money Management
  • Insurance - Life, Long-Term Care, Disability
  • College Planning
  • Retirement Planning - IRAs, 401(k)s, 403(b)s, SEPs, Rollovers, Roth IRAs, Profit Sharing Plans
  • Long-term Care Planning
  • Estate Planning & Protection
  • Asset Allocation

Your Michael Roberts Associates representative is knowledgable in tax-advantaged financial instruments. In the course of helping you meet your overall goals--particularly in estate planning, where tax rates can run as high as 55% - we will keep an eagle eye on tax shelters, deferred, or exempt investment opportunities.

  • Tax-sheltered Annuities (TSAs)
  • Tax-free Bonds
  • IRAs, 401(k)s, 403(b)s, Pensions, Profit-sharing Plans
  • Estate-tax Planning Strategies
  • Tax-deferred Investments, via Variable Annuities
  • Tax-deferred Investments, via Variable Life Insurance
  • Traditional Life Insurance
  • Long-term Care Insurance

MRA Representatives do not provide tax or legal advice.