We live in an increasingly complex world.
The financial climate is consistently changing and the economy has become less predictable than ever before. Today, even global economic pressures can have an effect on your strategies for the future. While the average consumer is more financially sophisticated than in the past, it’s easy to become confused.
How can you decide what’s right for you?
You need someone you can trust who is knowledgeable and who listens—someone who understands you, your family, your business and your dreams for the future. Someone who does the research and analysis for you and presents you with solid ideas and strategies that can help you make intelligent decisions for your long-range financial security.
My combination of experience, professionalism and access to highly rated products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include planning for milestone life events such as retirement or college, or whether you are simply looking for life insurance protection, I promise you a high level of attention, insight and capability.
Financial independence doesn’t just happen. It takes careful planning.
Contact me to discuss your financial future.
Brandon H. Roberts
Brandon Roberts is a registered representative of and offers securities, financial planning and investment advisory services through MML Investors Services, LLC. Member SIPC. www. sipc.org. Supervisory office: 701 Fifth Ave, Ste 1100, Seattle, WA 98104 (206)628-8800.
CA Insurance License # 0F95917
State of Domicile: WA
University of Washington
University of Phoenix
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Business Succession Planning
- Estate Planning
- Charitable Giving
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