A. Roberts & Associates Inc

Company:	A. Roberts & Associates Inc
Contact:	Anthony Roberts
Address:	6009 Brownsboro Park Blvd, Ste B
City:	Louisville
State:	KY
Zip:	40207
Phone:	502-632-3340
Fax:	502-665-0456
Email:	troberts@arobertsassociates.com
Website:	https://arobertsassociates.com/

About My Practice

Our firm specializes in protecting and preserving one's wealth to support the client's lifestyle. Enabling the client to have proven plan that will last their lifetime through an increasing income stream while looking to maintain and grow their wealth. Placing an emphasis on controlling taxes, risk as well as retirement healthcare costs. We currently serve clients in the Louisville and Lexington, KY areas as well as Cincinnati, OH, Orlando and West Palm Beach, FL.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://www.fedimpact.com/ARA

Offering Advice Since

1985

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax planning

Licenses, Certifications, Education, and Affiliations

Designations: ChFC, CSA
Insurance Licenses: Life, Health
Security Licenses: Series 65
Education: Bachelors from the University of KY in Mathematics (1982)
Investment Advisor Registration: Registered in KY, IN, OH and FL
Associations & Affiliations: UK Alumni Association

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Prosperity Asset Management, LLC - Registered RIA

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Insurance products and services are offered through A. Roberts & Associates, Inc. Anthony Roberts and Prosperity Asset Management, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions.

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