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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
When to start? Should I continue to work? How can I maximize my benefit?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
An increasing number have been developed to help individuals with their personal finances.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Taking your Social Security benefits at the right time may help maximize your benefit.
Recent changes in estate tax laws could affect the strategy you have in place.
There are hundreds of ETFs available. Should you invest in them?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A quick history of the Federal Reserve and overview of what it does.