Financial Advisory Corporation

Invest Your Money Well with an Advisor You Can Trust

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Andrew Roberts, Wealth Advisor

To live confidently in retirement, you need a financial plan you can understand. The last thing you need from your financial plan is confusion!

With more than 20 years of experience in the investment management industry, Andrew Roberts enjoys clarifying even the most complex investment, estate, tax or retirement situations into a plan you can truly understand and follow.

 

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PERSONAL PROFILE

Transplants from Ohio and Indiana, Andrew and his wife, Kim, have made West Michigan home since 1997. They are proud parents to four children who are in various stages of launching into adulthood. They enjoy spending time with family and friends and are active members of their church. In his free time, Andy enjoys swimming and has completed various open-water swimming events.


EDUCATION

Bachelor of Business Administration in Finance & Master of Business Administration
Certified Financial Planner™ Certification
Certified Kingdom Advisor

 

Click here to learn more about these designations and awards

Your life savings reflect years of smart decisions. Diligence, discipline, and hard work. Moving from the “earning years” to the “spend down” years is different.

 

Today, you’re faced with an entirely new set of choices:

• How much should you spend per year and still have “enough” for your life?
• How should you respond to “financial noise” in the news media?
• How can you help prepare your loved ones to manage their inheritance wisely?
• How will you avoid paying more taxes than you need to?
 

If you want clear guidance to make key financial choices with confidence, then schedule a call with our team today!

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