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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.

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Most of us are feeling a bit on edge about gas prices lately. So the last thing you need is even more trouble at the gas pump! But that’s exactly what can happen if you accidentally use a credit card machine that has been equipped with something called a “skimmer” that steals your card number [...]

By |2022-07-19T11:34:26-05:00July 19th, 2022|Financial tips|0 Comments

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One of the great things about retirement is the freedom you can experience in your life. Not only can you determine your own schedule, seven days per week, because you aren’t tied to a desk anymore; you can even live wherever you want to! And that’s great news with the cost of living rising so [...]

By |2022-07-06T21:15:21-05:00July 6th, 2022|Retirement|0 Comments

This Tax Law Change Will Impact Retirees

Your retirement account helped you accumulate savings for retirement, while enjoying valuable benefits during your working years. Now it will (hopefully) provide income throughout your retirement years. Every so often, the IRS issues changes to their rules that can impact how you utilize your retirement account. This year, a new change should benefit many current [...]

By |2022-06-20T20:57:53-05:00June 10th, 2022|Retirement|0 Comments

Is the Time Right for a Roth Conversion?

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By |2022-05-17T13:31:24-05:00May 17th, 2022|Financial tips|0 Comments
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