Did you know, when it comes to your financial well-being, advice may be the difference between achieving your financial goals and falling short?
How do you feel about your financial future?
Everyone's needs and dreams are different. The time to start making them happen is right now. It all starts with having the financial power to do it your way, and it all starts with a plan.
Protecting family & business so you can do what comes naturally
ESTATE & RETIREMENT PLANNING
D.H. Roberts Financial Group Inc. works with professionals and business owners to promote financial security and freedom. Our services are designed to support those who want to build a smart, secure, thoughtful future.
Whether we are assisting our clients in making sound business decisions, identifying strategic ways to manage their wealth and protect their investments, or taking the right approach toward retirement or estate planning, our approach is based on our core values.
Listening: We take the time to listen and understand future plans and current needs. In doing so, we can identify solutions that provide the right balance between today’s reality and tomorrow’s ideal.
Teamwork: Meaningful solutions that create opportunity are not generated in isolation. We work closely with our clients, staff, and knowledgeable industry contacts to develop goal-oriented, customized solutions.
Trust: We value the trust our clients place in us and work hard to ensure we continue to earn that trust.
Confidentiality: We keep our clients needs top of mind and the information they share close to our chest.
Professionalism: We have the skills and experience to effectively build and manage the right financial future for each client. However, our approach is grounded in integrity and professionalism.
Communication: Whether you are a business or a professional, financial planning is a complex environment. We provide clear solutions in a concise, easily understood manner that enables smart decision-making.
Our services are designed to meet the needs of professionals and of business owners seeking to build a smart, secure, and thoughtful financial future. By aligning our expertise and strategic thinking with your goals, we promote financial freedom
We do this by combining our expertise and strategic insight with client context.
Your Health is Your Wealth
You do your best to get the most out of each day – making healthy decisions and taking care of yourself and the people you love. But as much as we all try to avoid it, an accident or illness can happen to anyone…at any time.
During your working years, it’s important to focus on protecting your family income. As you move toward retirement, it becomes more important to protect the financial resources you’ve worked so hard to build. Health insurance can help you cover the costs of care and recovery so you can focus on what matters most – getting better.
There are 4 types of health insurance – offering different protection through each stage of your life.
Our services are designed to meet the needs of professionals and of business owners seeking to build a smart, secure, and thoughtful financial future. By aligning our expertise and strategic thinking with your goals, we promote financial freedom.
Our list of services includes:
“We have found the D H Roberts Financial Group to be reliable for both personal and corporate insurance planning over the past 15 plus years. Working with Dave and has been refreshing because we have found him to be knowledgeable, trustworthy and resourceful in all aspects of benefits, pensions and corporate insurance planning. We would be happy to recommend D H Roberts Financial group for any Insurance related work.”
CEO, Vista Care
For Businesses and Business Owners
- Wealth management
- Financial planning
- Insurance planning and risk management
- Employee benefits and pensions
- Succession planning
- Wealth management
- Financial planning
- Estate planning
- Insurance planning