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.}