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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.

Retirement Lifestyle Planning: Finding Purpose in Your Golden Years

Retirement isn't just about financial security; it's an opportunity to embrace a new chapter in your life. While sound financial planning is crucial, it's equally important to consider how you want to spend your time in retirement. Hobbies, travel, and finding purpose are essential to a fulfilling retirement lifestyle. Pursue Hobbies that Bring You Joy. [...]

By |2023-11-16T10:55:36-06:00November 16th, 2023|Retirement|0 Comments

Emerging Trends in Retirement Planning: What You Need to Know for a Secure Future

Retirement planning has always been a critical aspect of financial stability, but the retirement landscape is evolving. As we enter a new era of longer life expectancies, economic uncertainties, and changing social dynamics, staying informed about emerging trends in retirement planning is essential for a secure future. Here are some key trends to consider. Extended [...]

By |2023-11-01T10:33:11-05:00November 1st, 2023|Retirement|0 Comments

Creating a Tax-Efficient Retirement Strategy to Make the Most of Your Savings

Planning for retirement is an essential financial goal, and creating a tax-efficient retirement strategy is a smart approach to make the most of your savings. Taxes can significantly impact your retirement income and the longevity of your savings. But with proper guidance and wise planning, you can optimize your retirement savings, minimize tax liabilities, and [...]

By |2023-10-17T07:09:45-05:00October 17th, 2023|Retirement|0 Comments

Inflation and Your Retirement: How to Protect Your Nest Egg Against Rising Prices

Inflation, the gradual increase in the cost of goods and services over time, can significantly impact your retirement savings and lifestyle. As you plan for your golden years, it's crucial to consider how inflation might erode the purchasing power of your money. Fortunately, there are strategies you can employ to safeguard your nest egg against [...]

By |2023-10-05T08:12:51-05:00October 5th, 2023|Retirement|0 Comments

Early Retirement or Delayed Gratification? Weighing the Pros and Cons

The prospect of early retirement is a dream that many individuals aspire to achieve. However, it's essential to carefully consider the trade-offs and benefits before making this significant life decision. Early retirement might offer more leisure time, but delayed gratification can lead to a more secure and fulfilling retirement. Let's explore the pros and cons [...]

By |2023-09-19T07:42:52-05:00September 19th, 2023|Retirement|0 Comments

Diversification in Retirement Portfolios: Mitigating Risks for Long-Term Success

When it comes to securing a comfortable retirement, one of the most crucial strategies is diversifying your investment portfolio. Diversification involves spreading your investments across various asset classes to reduce risk and potentially enhance returns. This practice plays a vital role in ensuring the long-term success of your retirement plan by mitigating risks and maximizing [...]

By |2023-09-05T08:39:04-05:00September 5th, 2023|Retirement|0 Comments

Understanding Good Debt vs. Bad Debt

Debt is a financial tool that can either propel us forward or drag us down. When managed wisely, debt can be a stepping stone towards achieving our goals and dreams. However, when misused or left unchecked, debt can quickly turn into a burden that hampers our financial well-being. Understanding the difference can help you can [...]

By |2023-08-15T01:33:06-05:00August 15th, 2023|Financial tips|0 Comments
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