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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.

A Good Way to Protect Your Spouse

For Mark Roberts' Use: As with other social issues during election season, the wage disparity between men and women has been a big topic in the news this year. Statistics say that women earn less money than men, so it probably doesn’t surprise you to hear that retirement savings differ as well. In 2014, a study [...]

By |2016-10-10T11:42:50-05:00October 10th, 2016|Retirement|0 Comments

A Health Savings Account Can Help You Plan for Retirement

For Mark Roberts' Use: What kind of deductible does your health insurance carry? What would you do if you suffered a severe illness or expensive accident? If you're like nearly 90 percent of middle-income Americans, you could be forced to sacrifice some of your retirement savings to pay high medical bills. Before making this drastic mistake, [...]

By |2016-09-26T15:48:27-05:00September 26th, 2016|Retirement|0 Comments

Do You Really Need That Life Insurance Policy?

For Mark Roberts' Use: Throughout your career and while you were raising a family, you understood that life insurance was essential to protecting your loved ones. But now, with your children grown, you might be wondering whether you still need life insurance. But don't drop that policy just yet! Consider the following reasons for hanging [...]

By |2016-09-12T09:09:39-05:00September 12th, 2016|Retirement|0 Comments
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