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robertswealthmgt

💰 We Help You Build & Protect Your Wealth
📈 Retirement Planning | Income | Tax Strategies
📍Offices in TX, LA, MS, AL, FL
✂️ Slash your tax bill 👇

How much of your retirement income will you actual How much of your retirement income will you actually keep after taxes?We created this calculator because most people don’t realize:
➡️ Taxes can be one of the biggest retirement expenses.
➡️ The wrong plan can cost you tens of thousands over time.Comment "SAVE" and we will send you the calculator directly to you include a bonus tool!
You don’t need to be wealthy to start building w You don’t need to be wealthy to start building wealth.You just need a plan.We're here whenever you are ready to get started.Serving You from 8 Offices Across TX, LA, MS & FL
📱 Call Us Today: (866) 991
Who will take care of your loved ones when you're Who will take care of your loved ones when you're gone?
Many “do-it-yourself” investors think they have it all covered—until life happens.At Roberts Wealth, we work with clients who may manage most of their assets independently, but still choose to build a relationship with us.Why? So when the time comes, their spouse or family has a team they can count on—with a plan already in motion.That's why it's important to...
✅ Build trust now.
✅ Protect your legacy.
✅ Ensure your loved ones are supported.🎯 A true retirement plan doesn’t end with you—it protects those you care about most, after you're gone.
Our recent East Island Senior Prom was one for the Our recent East Island Senior Prom was one for the ages!Swinging, singing, smiles, and joy!👉 Swipe to see all the great times...Will you be attending the next one?
Most people plan for retirement like it’s a numb Most people plan for retirement like it’s a number.
💵 “If I save $1 million, I’ll be fine.”Surveys show that Baby Boomers fear outliving their money more than death itself.
🚫 Not illness
🚫 Not legacy
🚫 Not going back to work...running out of money...And that fear is justified:
• Retirement today can last 25–35 years
• Market volatility can wipe out decades of savings
• Inflation silently eats away at purchasing power
• Healthcare costs are unpredictable and risingAt RWM, we understand those fears.That’s why our approach is not just about investing — it’s about preserving income, protecting assets, and planning for the “what-ifs.
Everything we are built on began with a simple tru Everything we are built on began with a simple truth—our unwavering care for those we serve.
Think you’re ready to retire? 🛑 First, ask yo Think you’re ready to retire? 🛑 First, ask yourself: Do I REALLY know my financial standing?What we see is most people guess… and guessing leads to stress, but knowing your numbers leads to peace of mind.And that's the goal.To ease into retirement with clarity and confidence.But what if you aren't sure what your numbers are?You should probably start by understanding the following:
✅ Taxes
✅ Income
✅ Expenses
✅ Net Worth
✅ Retirement Gap
✅ Social Security
✅ The state of your Estate
✅ AssetsIt can be overwhelming but our All-star team is here to assist you with all of it.We can represent you where ever you are but we do have offices in MS, TX, LA, AL, and FL which you are always welcome to visit.Just give us a call at 866-991-0001.
A huge thank you to everyone who made our Annual R A huge thank you to everyone who made our Annual RWM Golf Tournament at Magnolia Grove a success.From the first tee to the final putt, we couldn’t have asked for a better day or better people to share it with.Thank you to all who joined us—we’re grateful to build relationships both on and off the course. ❤
Here’s to clients, colleagues, team members, and a strong financial future.We hope to see you all at the next one!
It's true that most people leave money on the tabl It's true that most people leave money on the table in retirement.
Not you though...You know the importance of planning ahead of time...Here’s how to maximize your income, minimize taxes, and keep more of what you’ve earned 💼
✅ Use the 6 tips we have listed in this post
✅ Take the FREE Retirement Reality Check
✅ Use our FREE Tax Bill Calculator👉 Which of these 6 strategies have you tried?Let us know how that's worked out for you in the comments below 👇
Our founder, Paul Roberts, taking a moment to spea Our founder, Paul Roberts, taking a moment to speak about our Empower Life Foundation during our 12th annual golf tournament today at the Magnolia Grove Golf Course in Mobile, AL with @wkrg5
Wishing you a very Happy Birthday to our amazing t Wishing you a very Happy Birthday to our amazing teammates celebrating this May! 🎂We appreciate your hard work and positivity. It makes a huge difference every day.We’re grateful for all you do and hope your special day is just as incredible as you are! 🥳#HappyBirthday #RWMFamily #May
You deserve more than just savings — you deserve You deserve more than just savings — you deserve a complete strategy.We’ll help you grow and protect your wealth so you can live with confidence!✨
Serving You from 8 Offices Across TX, LA, MS & FL📞 Call Us Today: (800) 891-4450
🌐 Website: RobertsWealth.com📊 User our FREE tool to see How Much You’re Really Paying in Taxes
👉 Use the Tax Bill Calculator: robertstaxbill.com🧠 Take the Retirement Reality Check
👉 Start the Quiz: rwquiz.com#robertswealth #financialplanning #estateplanning #taxes #retirement
Let's be real: You can't hit a goal if you don't Let's be real:
You can't hit a goal if you don't even know where the starting line is. 🎯It’s not about fear — it’s about facts.
It’s not about guessing — it’s about growing. 🌱👉 That's why we created this step-by-step guide to help you map out your finances before you even think about retiring.
✅ Swipe through to get the basics down.
✅ Use our FREE Tax Bill Calculator and Reality Check Quiz (link in bio!)
✅ Follow us for more clear, simple financial guidance you can actually use.Ready to Retire Right? Let’s do this!🔹 Serving You from 8 Offices Across TX, LA, MS & FL
📞 Call Us Today: (800) 891-4450
🌐 Website: RobertsWealth.com#financialfreedom #retirement #robertswealth #taxes #income #estateplanning #networth
Happy Birthday Victor! Celebrating another year of Happy Birthday Victor! Celebrating another year of growth, teamwork, and achievements! 🎉Here's to more success and laughter ahead! 🎂#happybirthday #family #fiduciaryadvisors
We’re honored to guide clients toward a retireme We’re honored to guide clients toward a retirement rooted in clarity and confidence.Thank you for trusting Roberts Wealth Management with your future. 💼Serving You from 8 Offices Across TX, LA, MS, FL
📞 Call Us Today: 866-991-0001
🌐 Website: RobertsWealth.com#RetireRight #FinancialFreedom #robertswealthfamily
Good food, great company, and unforgettable fun! 🎉We had an amazing time at our RWM Family Day with clients and staff—complete with face painting, popcorn, snow balls, and a fireworks show to end the night with a bang! 💥💙 #rwmfamily#robertswealth #familydsy #fun #friends
Have you watched our show before? If so, what is y Have you watched our show before? If so, what is your favorite part about it?If you are on the Gulf Coast, in Mobile or Pensacola, or Houston, you can watch our show every week!📺TV Spots – Retire Right TVMobile / Pensacola
✅ WKRG News 5 – Saturdays at 11:00 AM
✅ FOX10 (WALA) – Saturdays at 9:30 AMMS Gulf Coast
✅ WXXV25 – Sundays at 9:00 AM
✅ WLOX – Sundays at 5:00 PMHouston
✅ KPRC (NBC) – Saturdays at 6:30 PM
✅ FOX 26 – Sundays at 10:00 AMShare your thoughts on the show in the comment below 👇#robertswealthmanagement #RetireRight #moneytips #alabama #mississippi #houston #pensacola
We had so much fun celebrating Easter with our Rob We had so much fun celebrating Easter with our Roberts Wealth Family! We hope everyone had a blessed weekend 🐰🌸
Only 12 months 'til retirement? 🗓️✨ Make th Only 12 months 'til retirement? 🗓️✨ Make the most of your final countdown with smart planning and joyful anticipation! 💰🌍Read more on our blog: https://robertswealth.com/Contact us today!📱866-991-0001DISCLAIMER: The above link/content may include information and statistical data obtained from and/or prepared by third party sources that Foundations Investment Advisors, LLC (“Foundations”), an SEC investment adviser deems reliable but in no way does Foundations guarantee the accuracy or completeness. Foundations had no involvement in the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes legal, tax or investment advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. All investments involvement risk and past performance is no guarantee of future results.
#robertswealthmanagement
Time for a retirement reality check! ✅Do you k Time for a retirement reality check! ✅Do you know if you’re really on the right path?
Take our free quiz at rwquiz.com and find out where you stand—and where you’re headed. (Link in bio)💡It’s quick, insightful, and could change the way you plan your future.
#RetireRight #RetirementQuiz
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2555 Marshall Rd, Suite C
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