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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding the economy's cycles can help put current business conditions in better perspective.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like the junk in a junk drawer.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.