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Charitable Giving

Roberts Retirement Group can assist you with integrating a charitable giving strategy into your financial portfolio. Charitable giving is a great deed, and also a powerful tool to create financial well-being for you and your family.  Used strategically, it allows you to give to the causes and organizations you wish to help, while minimizing both income and estate taxes.

To learn more about how our charitable giving can reduce your estate and income taxes, call us at (209) 223-7870 to set-up a free, no obligation review.