We're Authorized As A Federal Contractor To Help You. Cage Code: 9MS64
With over 25 years of experience in financial services, meeting with Business owners, Homeowners, Educators, Administrators, City and County Employees, Bob Roberto has become the go-to source for successful planning to reach your financial and retirement goals. The introductory meeting is dedicated to you. During your consultation, Bob will provide you with personalized attention and guidance, helping you understand the steps needed to achieve your financial and retirement goals.
With outstanding expertise, Bob Roberto will help you build a roadmap to overcome obstacles on your journey to achieving your desired retirement goals. Bob is a Certified Federal Retirement Specialist.
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Our process starts with a free benefits consultation that helps us to break down your unique situation and goals. Once we know your goals, we can use our tools, resources and experience to design a plan to give you income for life. We also specialize in education. Federal employees have exclusive benefits, like the Thrift Savings Plan (TSP), Federal Employees’ Group Life Insurance (FEGLI) and a pension plan. Unfortunately, far too often, clients walk into our offices without any idea where they stand with their retirement accounts. This happens despite the obligations of the largest employer in the world, the United States government, to provide sufficient financial information. At Federal Employee Benefits Education Services, we fight against the lack of education and create a custom plan that suits your needs.
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