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About Us

Roberts Retirement Group is a family-oriented company, located in the heart of California’s rich and historic Gold County.  We have been serving residents of the Sierra Foothills, as well as nation-wide.  We offer unparalleled services including; Trust, Financial and Retirement Planning Services for over 27 years.  We treat every client like family, factoring in your individual financial, and retirement needs.

As a leader in the industry, we provide our clients with a strong and stable foundation, where family values and wealth strategies can grow and be protected. We offer long-term programs for our clients, their children, and generations to follow.  This is our core value for each financial planning strategy.

Ron Roberts believes that it's his mission to help assure and protect each client’s family legacy, assisting with understanding their goals and objectives, and integrating into all areas of planning; financial, insurance, estate, long-term care, tax and legal strategies.  

Ron has been in the Financial Industry since 1990.  Founded in 2002, Roberts Retirement Group, Inc. has grown over the years to serve families in Northern California, and around the country.  Ron has served as President of the California State Planning Counsel, and continues to mentor Financial Advisors across the United States. 

All consultations and appointments are free of charge.  Rest assured, your financial strategies will be handled with the utmost care.  We look forward to meeting with you, and ensuring your financial future is secure.

Our head office in Jackson, California.

Ron is so calming and reassuring during these rough times.  He listened to us, and put together the perfect plan for us, and is protecting our principal.  The staff is beyond professional and kind!  I only wish I had gone in sooner. 

Thank you Ron - I can sleep peacefully knowing we won’t run out of money!  I will be referring quite a few of my friends who are close to retirement. God bless you!

~Kim Frazier Rankin

Founder and CEO Ron Roberts, is committed in creating an individualized financial plan for you and your family.

We are focused on family values, and building a strong secure future for you and your loved ones.