Home/Mark Roberts

About Mark Roberts

In addition to managing clients’ money and giving investment and diversification advice, Mark offers something that “the other guys” don’t - a unique approach to Retirement Tax Strategies and distribution. Time and time again, Mark meets with new clients who tell him they have a great relationship with their financial advisor but have never been offered information on this kind of approach to securing their financial futures. Mark has taken this feedback to heart and works tirelessly to ensure that his strategies focus on taxes and distribution. Mark started selling insurance for a major insurance company right out of high school to help put himself through college. After graduating with a degree in finance, he dove into estate planning on the financial side to set himself apart from other financial advisors. However, as changes were made to estate tax laws over time, Mark shifted his focus to income tax strategies. Mark’s philosophy is “the blue prints are more important than the wall paper or carpet.” The wall paper and carpet represent products like investments and insurance policies, whereas the blue prints represent the strategies. Once strategies that truly fit the client’s needs are put in place, our focus can shift to providing you with the right products. According to Mark, “It doesn’t matter what carpet we use if the walls are not in the right place.” Our approach to money management is designed to generate the largest alpha (quality) with the lowest standard deviation and beta (risk). By doing this, we help provide clients with the highest return on the lowest risk. Generating income for our retirees is also very important. Because withdrawing money from your portfolio hurts the account rather than helping it, our goal is to design income strategies to harm the portfolio the least making the money last longer.

The Number One Secret to Building a Retirement Fund

The journey to building a robust retirement fund begins with a simple yet powerful shift in mindset. While many financial strategies and investment opportunities can enhance your retirement savings, the most fundamental and impactful approach is adopting a lifestyle that prioritizes saving overspending. Accumulating Savings The essence of living below your means is spending less [...]

By |2024-07-09T13:46:27-05:00July 9th, 2024|Retirement|0 Comments

Banking on Success: Strategies for Building Wealth

Understanding how the affluent manage their finances can provide valuable insights for anyone looking to improve their money management skills. One key aspect of their financial strategy is their prudent banking practices, which are designed to preserve and grow wealth. Here’s a closer look at some banking mistakes that wealthy individuals conscientiously avoid. Diversification Beyond [...]

By |2024-07-08T10:35:24-05:00July 8th, 2024|Financial tips|0 Comments

The Gender Gap in Divorce: How Retirement Can Be Impacted

Divorce is a life-altering event that can have significant financial implications, particularly for women. While both partners may face financial challenges during and after a divorce, women often bear a heavier burden when it comes to retirement savings and Social Security benefits. Unequal Division of Assets. In many divorces, assets accumulated during the marriage are [...]

By |2024-05-07T16:32:50-05:00May 7th, 2024|Retirement|0 Comments

Investing in Sustainability: Exploring ESG Investing Trends

In recent years, there has been a significant shift in investment perspectives toward sustainability and ethical considerations. Investors are increasingly looking beyond financial returns and seeking opportunities that align with their values. One of the most prominent trends in this space is ESG investing, which stands for Environmental, Social, and Governance. ESG investing involves evaluating [...]

By |2024-04-16T12:34:53-05:00April 16th, 2024|Financial tips|0 Comments

Considering a Move? 12 States With the Lowest Property Taxes

Property taxes play a significant role in American households' finances, with the average household spending $2,869 annually, according to a recent WalletHub report. These taxes impact not only homeowners but also renters, as they influence monthly rental rates and contribute to state and local government revenues. If you’re considering a move in retirement, particularly to [...]

By |2024-03-11T16:59:46-05:00March 11th, 2024|Retirement|0 Comments
Go to Top