Welcome To Roberts Retirement Group
At Roberts Retirement Group, we work with families to help build, protect, and pass on their family wealth, values, and purpose. It is our mission to help assure each client's family legacy and assist them in achieving the goals and objectives that are most important to them by integrating all areas of planning: financial, insurance, tax, and legal strategies.
Located in the heart of the California Gold Country, we have been serving the residents of the Foothills since 1990, providing them with a strong, stable foundation where not only wealth, but also family values are protected, nurtured, and grown. Roberts Retirement Group offers wealth, value, and purpose for you, your children, and for generations to come.
Historically, you may have purchased financial or insurance products and then found out how they affected your retirement planning later. Surveys of affluent Americans consistently tell us that their major frustration is their financial advisors should be more proactive about future issues that might affect their financial well being.
It’s what we don’t know or what questions we don’t ask or clarify that may be costing us severely. By finding out how you arrive at financial decisions, we can determine if that process is perhaps flawed. If you find out that there are flaws or missing information in your decision making process, you will quickly realize where money is falling through the cracks or where the problems are in your current planning, thus helping you make more informed financial decisions closely matched to your true needs and desires.
Many financial advisors focus only on helping you accumulate assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks, and help you avoid financial problems in your retirement years and your estate plan.
Our simple, no obligation, 3 Step Review is a great way of helping you get a handle on your true needs and desires and determines whether or not your current strategies match up with your plans for today and your future.
Learn more about our 3 Step Review now by clicking here or calling 209-223-7870.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A look inside the U.S. government's statistics on household net worth.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?
A quick history of the Federal Reserve and overview of what it does.