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.

Warn Your Adult Kids About These 5 Common Financial Mistakes

For Mark Roberts' Use: If there’s one thing most parents want to pass on to their children, it’s financial wisdom. You’ve been young yourself, you’ve made some financial mistakes, and you’re hoping your kids can learn from them. That can often be the case, since financial mistakes aren’t subject to quite the same generational value [...]

By |2019-11-20T13:43:00-06:00November 20th, 2019|Financial tips|0 Comments

A Major Medicare Bill Could Change Your Future Benefits

For Mark Roberts' Use: With millions of Americans currently accessing Medicare benefits, and 10,000 new Baby Boomers turning 65 each day, the system is obviously experiencing some growing pains. Retirees, too, are often burdened with considerable out-of-pocket expenses, despite the affordability of Medicare premiums in general. A new bill, currently moving through Congress, seeks to [...]

By |2019-11-18T08:58:56-06:00November 18th, 2019|Retirement|0 Comments

4 Ways to Save for Retirement Without a 401(k)

For Mark Roberts' Use: For retirement planning options, it’s hard to beat the advantages of a 401(k) plan. But if you’re one of the 42 million Americans who work for a smaller business, you probably don’t have access to one. Ditto for the self employed. But that doesn’t mean you don’t have retirement planning options. [...]

By |2019-11-11T09:32:23-06:00November 11th, 2019|Retirement|0 Comments

How Does Your Net Worth Compare?

Building wealth is one of the primary tenets of financial planning, but do you ever wonder how your net worth compares to the rest of the world? We can talk about financial security all day, but what does that really mean in the grand scheme of things? Bloomberg Businessweek sought to answer this question, and [...]

By |2019-10-27T19:16:38-05:00October 27th, 2019|Retirement|0 Comments