Robare & Jones has been helping clients manage their finances and reach their target retirement goals for over 30 years. We are a local, independent asset management company that offers personal and professional financial expertise to help you enjoy financial independence.
Our wealth management partners are all Certified Financial Planners and have all been recognized as Five Star Wealth Managers for the last five years in a row. They and their staff focus solely on the clients of Robare & Jones Asset Managers. Click on Our Team for more information.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are things about Social Security that might surprise you.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.