Back2Us Radio

Back2Us Radio


Community Connections: Roberts Financial Solutions

September 04, 2014

As tax season winds down, now is a great time to look at your investments.  Today, Owen Roberts of Roberts Financial Solutions will join us to talk about all things related to investing. 

When I was diagnoised with CIDP in 2010, my income took a tremendous hit but my family didn't go under because when I was 25 years old, I met with a wonderful financial planner.  My original financial planner passed away in 2004; but, the lessons that he gave me were invaluable. 

Today, Owen Roberts of Roberts Financial Solutions is going to talk with us about how to really interview a financial planner.  We are going to cover the questions that you absolutely want to ask; and, how to dissect the answers to make sure you are in a "best fit" situation. 

Website for Roberts Financial Solutions: http://robertsfinancialsolutions.com/

Facebook page for Roberts Financial Solutions: https://www.facebook.com/RobertsFinancialSolutions

Music by Marquita "Ta" Millen http://www.reverbnation.com/somecallherta