Bruce Roberts is a retirement consultant based in Cleveland OH and has been helping people safely attain and sustain financial independence for over 40 years. In addition to retirement planning, his background in the following subjects makes him a valuable resource to the clients he serves.
- 401K/TSP/IRA Rollover Planning
- Tax-Free income Planning
- Social Security Maximization
- Estate Planning & Tax-Free Wealth Transfer Planning
- Final Expense Planning