Your Trusted Partner in Financial Success
We offer personalized, comprehensive financial strategies backed by years of expertise.
Personalized approach
We tailor financial strategies to your unique needs
Long-Term Relationships
Committed to long-term relationships and holistic financial solutions.
About us
Michael Robertson LLC is a Financial Consulting firm that provides comprehensive financial services tailored to meet the unique needs of individuals, families, and businesses. As a Financial Consultant, Michael Robertson offers personalized advice and strategies to help clients protect, invest, and save their money effectively.
Financial Solutions for a Secure Future
Life Insurance
Customizable policies to ensure financial protection for your loved ones.
401K and TSP Rollovers
Seamlessly transitioning your retirement savings for long-term growth.
Annuities
Delivering steady and reliable income streams throughout your secure retirement.
Estate Planning
Creating wills, trusts, and other essential tools to protect and efficiently transfer valuable assets.
Infinite Banking
Leveraging whole life insurance policies to build and access cash value for future financial needs.
Business Tax Solutions
Implementing tax strategies to maximize savings for owners.
Asset Accumulation
Empowering clients to grow their wealth through well-planned investments.
Retirement Planning
Creating comprehensive and personalized plans for secure retirement.
Meet "Michael Robertson" Your Trusted Financial Advisor
Learn how michaelrllc can help you make informed financial decisions and secure your future.
Proven Success in Numbers
Our Company In Numbers
Why Choose Us
Empowering Your Financial Future
We offer personalized, comprehensive financial strategies backed by years of expertise. Our commitment to long-term relationships ensures ongoing support for your financial success.
Legal Business
We operate within all legal frameworks, ensuring full compliance and peace of mind.
Great Work Task
We consistently deliver high-quality work, focusing on precision and attention to detail.
Authentic
Our approach is transparent and genuine, prioritizing honesty and integrity in every service.
Proven Expertise
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Wealth Horizon Summit
Wealth Health Summit – Past Event
Held at Flavor Hills Restaurant, Raleigh NC, the Wealth Health Summit offered valuable insights into wealth management, retirement planning, and investment strategies. Attendees gained practical tools to enhance their financial futures in a memorable setting. Stay tuned for future events!
What Our Clients Say
Jarry Crews
I am delighted to share my exceptional experience working with Michael Robertson as my insurance agent. My name is Jarry Crews, and over the past four years, Michael has been an instrumental mentor and guide in my journey as a financial professional. Michael's expertise goes far beyond being just an insurance agent; he is a true visionary and a mentor who has shown me the path to success. His guidance..............
Donald Cates
I want to take a moment to express my deep appreciation for the exceptional support and guidance I received from Michael Robertson. My name is Donald Cates, and working with Michael has been a transformative experience for me and my business. Michael's expertise in crafting a comprehensive Financial Plan was nothing short of remarkable. He not only understood my financial goals but...............
Contact Us
Let's Work Together
Join forces with us to achieve your financial goals through personalized, expert guidance.
Lets Work Togather
More about us
Blogs
Smart Money Moves: Crafting a Robust Financial Portfolio
Growing your wealth requires more than just selecting stocks or mutual funds. It demands an understanding of risk tolerance, market conditions, and diversification. At Michael
How to Grow Your Business with Effective Financial Strategies
Financial health is the backbone of any successful business. From managing day-to-day cash flow to planning for expansion, businesses need a solid financial strategy to
The Importance of Financial Planning for Individuals and Families
Financial planning isn’t just about creating a budget or saving for retirement—it’s about ensuring financial security and peace of mind for every stage of life.
Still Have Questions
We have(almost)all the answers
We offer a range of financial services, including life insurance, 401K and TSP rollovers, retirement planning, annuities, infinite banking, business tax solutions, asset accumulation, estate planning, wills, and trusts.
Our services are designed for individuals, families, and businesses looking for guidance in protecting, investing, and growing their financial assets.
We offer personalized advice tailored to your unique goals and challenges. We focus on building long-term relationships and empowering you to make informed financial decisions. Life Insurance:
We offer term life, whole life, and universal life insurance policies. Each has different benefits, depending on your financial goals and coverage needs.
We will assess your financial situation, coverage needs, and long-term goals to recommend the best plan for you.
Retirement Planning:
It’s never too early to start. The sooner you begin, the more time you have to build wealth and ensure a secure retirement
A 401K is typically offered by employers and allows for higher contribution limits, while an IRA is an individual retirement account with lower limits but more investment flexibility.
TSP Rollovers & Annuities:
A TSP rollover allows federal employees to transfer their retirement savings into an IRA or other qualified plan for greater investment options and control.
Annuities can provide a steady income stream during retirement, but whether they’re right for you depends on your financial situation and goals. We can help assess if annuities are a suitable option for you.
Infinite Banking:
Infinite banking is a strategy that uses whole life insurance to create a personal banking system, allowing you to borrow against your policy while your cash value grows.
Infinite banking is ideal for those looking to build long-term wealth and gain financial flexibility. We can help determine if it’s the right strategy for you.
Business & Tax Solutions:
We offer tax-efficient strategies that can help reduce your tax burden, improve cash flow, and ensure compliance with tax laws.
We provide solutions like employee benefit plans, tax reduction strategies, retirement planning for owners, and business insurance to protect your assets.
Estate Planning:
Estate planning ensures your assets are distributed according to your wishes and helps protect your family from legal and financial challenges.
A will outlines your final wishes and is subject to probate, while a trust allows for the management and distribution of your assets without going through probate.
Getting Started:
You can schedule a consultation by filling out the contact form on our website or by sending us an email at (info@michaelrllc.com)
During your initial consultation, we’ll discuss your financial goals, current situation, and explore the services we offer that can help you achieve your objectives.
Fees and Process:
Our fees vary depending on the specific services you require. We’ll discuss our fee structure during the initial consultation to ensure complete transparency.
The timeline varies depending on the complexity of your financial situation. We work at a pace that ensures we cover every aspect of your financial plan thoroughly.
For your first consultation, it’s helpful to bring any relevant financial documents such as recent tax returns, investment statements, insurance policies, and retirement accounts.