Why Hire a Financial Advisor?


Are you reading about the markets every morning?  Do you have the time to review new IRS rules this year?  Have you read your employee benefit handbook? When was the last time you looked at your investment portfolio?  This week?  This month? Ever?  Working with a financial advisor lets you spend your day doing what you enjoy.


Do you know how much are you paying for your investments?  How would a recession impact your savings? Are you paying to much in taxes?  Is your business?  Not knowing the answers to these questions could cost you thousands.  The money you spend on a financial professional is a fraction of what you could potentially earn back.


Will you be able to retire comfortably?  Can you afford that new home?  Will you be able to put your kids through college?  What would happen if you suddenly couldn't work?  Financial stress can keep anyone up at night.  Answering tough questions about your finances will take these worries while letting you focus on what's important today.

J.K. Roberts, CFP® , CRPC®

Founder & CEO

"In the short run the stock market is a voting machine; in the long run, it's a weighing machine."  - Warren Buffett, Nov. 1974

J.K. Roberts has worked in the investment and finance field since 2003.  He is both a Certified Financial Planner™ and Chartered Retirement Planning Counselor℠.  He earned a Master's in Business Administration and a Bachelors in Business Management.  He currently holds an Arizona Producers Life Accident and Health or Sickness license and the IRS preparer tax identification number needed to complete client tax returns.

In the past, he held several Financial Industry Regulatory Authority investment securities licenses.  He has worked with high net worth clients for the for The Vanguard Group and Ameriprise.  While at Merrill Lynch, he built financial plans for hundreds of clients.  Additionally, he has worked with Jackson Hewitt and the Arizona Department of Revenue during tax season.

Mr. Roberts spends his free time volunteering his financial expertise over the years. He has served as Treasurer for several non-profit organizations, currently serving on his daughter's school Parent Teacher Association.  He teaches financial literacy classes for various charity organizations. In the past, he used his tax expertise to help low income families file taxes through the IRS Volunteer Income Tax Assistance program.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Advisor Background

If you would like to know more about my work history, education, and expertise, feel free to review my disclosure statement.  Every financial advisor is required to provide a Form ADV prior do doing business with a client.  Mine is available for everyone to review.