Roberts Tax and Retirement Planning
(6 Reviews)
If you are like most people who've saved up for retirement in a 401(k) or similar retirement plan, you may not understand how much money you need in order to retire. As a fiduciary financial advisor with your best interests always at the forefront, we will create a comprehensive plan that identifies monthly expenses, maximizes Social Security benefits, and tax-efficiently converts your assets into income.
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In Business Since 2018
Sentiment Analysis
Great experience David is very good at explaining the process, always on time, easy to talk to and honest.
Waiting for return...
I can't say enough about Dave and his team of awesomeness!
Everyone was personable, and we left feeling like we made new friends.
Very knowledgeable.
Recommending Roberts Tax for their superior professionalism and knowledge plus great customer service.
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