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.

Surprising New Statistics on the State of Retirement in the US

After spending much of your career planning for, and dreaming about retirement, you’ve finally hit the home stretch. Retirement is just around the corner and you’re getting excited. Hopefully, there won’t be any surprises, but checking on the status of other people’s retirements can help you prepare. These statistics can clue you in on what [...]

By |2021-08-17T07:33:47-05:00August 17th, 2021|Retirement|0 Comments

5 Decisions to Make In Your Sixties

Once you hit your sixties, you’re in the home stretch toward retirement. At this time, you need to confront several big decisions and make plans for certain parts of your life. If you’ve reached this decade and you’re approaching retirement, consider these five decisions carefully. Decide when to claim Social Security. Social Security deems “full [...]

By |2021-08-03T09:07:01-05:00August 3rd, 2021|Retirement|0 Comments

For Some, Renting is Better in Retirement

Have you always dreamed of living in a mortgage-free home? For many, this goal is central to their retirement plan. Not only does it feel good to free your budget of what is probably your largest monthly expense; there’s just something about coming home to a house that completely belongs to you. So it’s no [...]

By |2021-07-12T11:45:33-05:00July 12th, 2021|Retirement|0 Comments
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