Ron Roberts, Founder & CEO of Roberts Retirement Group, recently appeared on Fox 47’s The Morning Blend to discuss his innovative approach to retirement planning. Since 1990, Roberts has dedicated his career to helping clients achieve a stress-free retirement by prioritizing strategies tailored to each individual’s financial goals.
The process of retirement planning requires careful navigation to ensure long-term financial security. Roberts Retirement Group focuses on eliminating complexities and providing clients with clear, actionable plans. Ron Roberts explains, “Our goal is to simplify retirement planning by focusing on strategies that bring peace of mind. Financial confidence is essential, and we are committed to helping our clients achieve just that.”
Recognizing the hesitations and uncertainties many face when preparing for retirement, Roberts emphasizes creating personalized solutions. His approach addresses securing a lifetime income and ensures clients can enjoy their retirement years without the anxiety of financial mismanagement or unexpected risks.
One essential component of Roberts’ method is fostering trust and a client-first mindset. “What makes Roberts Retirement Group unique is our commitment to truly understanding our clients’ needs. For over three decades, we’ve taken pride in our focus on relationship building, transparency, and protecting our clients’ financial futures,” said Roberts.
Longevity planning has emerged as a crucial aspect of retirement strategy, particularly in response to two significant trends: the decline of traditional pensions and the increasing life expectancy of individuals. As people live longer, the need for guaranteed lifetime income strategies has never been more essential.
Financial advisors like Ron Roberts emphasize the importance of guaranteed lifetime income strategies to address the challenges posed by the decline of pensions and increased longevity. These strategies often involve utilizing products from legal reserve companies, primarily insurance companies specializing in protecting pensions. By transferring funds from traditional investment accounts into legal reserve accounts, retirees can secure their principal and ensure that their growth is protected
Given the volatility of the stock market, having a guaranteed source of income in retirement is essential. Ron emphasizes that retirees need income they can count on—similar to the security once provided by pensions. Guaranteed income allows retirees to cover their expenses and enjoy their retirement years without worrying about market fluctuations affecting their financial stability.
Roberts’ expertise, honed over 30 years in the industry, has enabled countless retirees to successfully transition from their working years to retirement—without the stress. Through personalized strategies and a deep understanding of financial landscapes, he continually proves his dedication to enriching the lives of his clients.
About Ron Roberts
Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.
After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.
Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.
Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine
Learn more: https://www.robertsretirement.com/
