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Johnnie Roberts | Safe Money Expert
Johnnie and his wife Kristy are proud of their 4 children and 1 grandchild. They put their faith and family first. Johnnie believes in strong family values and is proud to have his daughter Courtney and son in law Nic as part of the firm as well as proud grandparents of their new addition to the family, Theodore. Their son Hunter is also working in the financial industry. Their daughter Katelyn is working on her master's degree at Wayne State and their daughter Charity is working on her business degree at University of Detroit Mercy.
Johnnie began his financial and insurance services career in 1998. Dedicated to the communities he serves, with dedication to the goals of each individual and family he has the opportunity to meet. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
