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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.

Retiring Early? Consider This First

For Mark Roberts' Use: We all have our own target retirement age, but for most of us it’s around age 65 or a bit later. Even so, sometimes things don’t quite work out the way we had intended. Currently, seven out of ten retirees actually stopped working before their 65th birthday. In some cases this [...]

By |2017-03-06T09:04:10-06:00March 6th, 2017|Retirement|0 Comments

Avoid This Common Retirement Mistake

For Mark Roberts' Use: Life sure has a sense of humor sometimes! Just as you hit the peak of your career and you’re finally getting caught up on retirement savings, the kids are ready to leave the nest. For most young adults, this means going off to college. Like most parents, you want to give them [...]

By |2017-02-06T10:32:56-06:00February 6th, 2017|Retirement|0 Comments
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