For Professionals

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SERVICES
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1. Wealth Management

D.H. Roberts Financial Group Inc. works with individuals and families to create customized wealth management strategies. We understand that financial prosperity is not only the result of what you earn, it’s also the result of what you keep. Our goal is to work with clients to create an efficient and astute wealth management plan that includes the following:

  • A diverse and professionally managed portfolio
  • Effective yields
  • Assessment and management of risk
  • Efficiencies in estate and succession planning

2. Financial Planning

Financial planning balances the needs of today with the goals of tomorrow. Finding that balance is a core strength of D.H. Roberts Financial Group Inc. Regardless of where you are in your career or work life, we will help you:

  • Define retirement goals, including your desired age for leaving the workforce
  • Assess current financial status and future income potential
  • Secure the right investments while weighing personal goals and stage of life
  • Assist with estate and trust needs
  • Design the right financial future
  • Transfer wealth among generations as efficiently as possible
  • Maximize yield

3. Estate Planning

Estate planning is a proactive measure that considers all assets accrued during your lifetime. Examples include, investments, property, and pension funds. We work with our clients to ensure estates are well planned, coordinated, and that its value is maximized through reduced taxes and other expenses.

We will also work with you to ensure that the assets of your estate are divided according to your wishes in the event of your passing. This type of planning will save your loved ones a great deal of stress and allow them to reap the benefit of all that you have worked so hard to achieve.

4. Insurance Planning

Insurance needs vary throughout our lifetime. However, like financial planning and estate planning, the key is to identify proactive solutions to ensure you, your family, and your investments are protected. D.H. Roberts Financial Group Inc. has a comprehensive selection of insurance products to meet your needs. We can help you assess those products based on your financial and personal situation. Our goal is to assist you:

  • Evaluate your financial and personal needs
  • Protect yourself, your investments and your family
  • Breathe easier knowing your needs will be met should an unplanned and unwanted event occur

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Critical illness coverage

Critical illness insurance may provide you with a source of funds at a critical time in your life.

Let’s talk about how a critical illness or condition could affect your family or business, and how you can include critical illness insurance in your financial security plan.
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