In his first two decades in the financial services industry, Mark Roberts learned the essentials of selling everything from insurance to a complete menu of investment products while working for major national companies. He quickly became proficient at helping clients plant the seeds for their long-term retirement future. But at a young age, Roberts also [...]
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Independent Financial Services Firm Works for Its Clients – and Not a Company For the second year in a row, Affinity Asset Management has been featured by EMI Network in a special promotional section in Forbes magazine honoring Kansas City Financial Leaders. Have you ever wondered why your advisor chose certain financial products for your investment portfolio? [...]
You've been getting ready for years, faithfully putting away money in 401(k) plans, IRAs and other investment vehicles week after week, year after year in anticipation of the time when you would no longer work. Now comes the hard part: managing your retirement money so it meets your needs and lasts your lifetime. "People are [...]
The National Association of Board Certified Advisory Practices (NABCAP) publishes their list of their top Wealth Advisors, which is then published in the Kansas City Business Journal. NABCAP is a national 501(c)(3) non-profit created to establish mutually understood standards and practices among investors and advisory practices.
Mark Roberts spoke with Scott Ledger of America’s Talk Radio Network about “Blueprints” and the importance of creating a solid financial structure blueprint with detailed goals before you invest in products.