What are the opening hours?

Monday 8am - 6pm Tuesday 8am - 6pm Wednesday 8am - 6pm Thursday 8am - 4pm Friday 8am - 6pm

Timothy Roberts & Associates, LLC

Home
United States
Ann Arbor, MI
Timothy Roberts & Associates, LLC

Timothy Roberts & Associates, LLC (TRA) is here to help Individuals and Small Businesses with making Smart Money decisions! Schedule a consultation today.

Maximize Your Wealth & Minimize Taxes!! Timothy Roberts & Associates, LLC is a premier wealth management and financial planning firm in Ann Arbor, MI, serving Michigan and all 50 states. We specialize in comprehensive retirement income strategies, helping clients transition from saving to sustainable income with confidence. Our proactive approach integrates investment management with expert tax ad

vising to minimize liabilities and protect your long-term legacy. As a Fiduciary Standards firm, we offer personalized retirement planning, 401(k) rollovers, and estate strategies tailored to your unique goals. Whether you are navigating a career change or entering retirement, our team provides the clarity and expertise needed for financial independence.

06/17/2026

How Financial Advisors Evaluate Investment Portfolios for Income and Total Return

Chasing the highest dividend yield is often the most direct path to eroding your long-term purchasing power. It's a common trap where the allure of immediate cash flow blinds investors to the underlyi...

📖 Read more: https://timothyrobertsllc.com/how-financial-advisors-evaluate-investment-portfolios-for-income-and-total-return/

06/16/2026

Creating a Retirement Income Strategy in Michigan: A Strategic Framework for 2026

What if the greatest risk to your financial legacy isn't a market downturn, but the quiet erosion of an outdated plan? For many, creating a retirement income strategy in Michigan has felt like shootin...

📖 Read more: https://timothyrobertsllc.com/creating-a-retirement-income-strategy-in-michigan-a-strategic-framework-for-2026/

06/15/2026

Strategic Business Succession Planning: A Guide to Enterprise Evolution

What if your departure wasn't the end of your company's story, but its most sophisticated evolution? You've spent decades crafting an enterprise that reflects your personal values; it's only natural t...

📖 Read more: https://timothyrobertsllc.com/strategic-business-succession-planning-a-guide-to-enterprise-evolution/

06/14/2026

The Strategic Architect’s Guide to Retirement Plans for Self-Employed Individuals (2026)

What if your business was more than just a source of income, but a meticulously engineered vehicle for generational wealth? Many high-performing founders mistakenly believe that leaving the corporate...

📖 Read more: https://timothyrobertsllc.com/the-strategic-architects-guide-to-retirement-plans-for-self-employed-individuals-2026/

06/13/2026

Financial Planning for Small Business Owners: A Strategic Blueprint for 2026

Your business is a sophisticated engine for wealth creation, but it was never meant to be the final destination. Many entrepreneurs find themselves in a precarious position where their entire net wort...

📖 Read more: https://timothyrobertsllc.com/financial-planning-for-small-business-owners-a-strategic-blueprint-for-2026/

06/12/2026

Using Life Insurance to Pay for College: A Strategic Fiduciary Perspective for 2026

The traditional 529 plan, widely considered the default choice for education savings, can paradoxically become a source of financial friction if your child’s future takes an unexpected turn. You likel...

📖 Read more: https://timothyrobertsllc.com/using-life-insurance-to-pay-for-college-a-strategic-fiduciary-perspective-for-2026/

06/11/2026

Saving for College vs. Saving for Retirement: A Strategic Fiduciary Perspective for 2026

What if the most profound gift you can provide your child isn't a debt-free degree, but the absolute certainty that they will never need to support you financially? It's a provocative reframe for pare...

📖 Read more: https://timothyrobertsllc.com/saving-for-college-vs-saving-for-retirement-a-strategic-fiduciary-perspective-for-2026/

06/10/2026

529 College Savings Plan Rules: A Strategic Guide for 2026

A 529 plan is no longer just a college fund; it's a sophisticated vehicle for multi-generational wealth transfer and a strategic bridge to retirement. For the visionary investor, mastering the 2026 52...

📖 Read more: https://timothyrobertsllc.com/529-college-savings-plan-rules-a-strategic-guide-for-2026/

06/09/2026

Analyzing Life Insurance Needs: A Strategic Framework for Risk Management in 2026

What if the traditional "ten times your income" rule is actually a recipe for financial vulnerability in a shifting economic landscape? For many high-net-worth individuals, relying on generic formulas...

📖 Read more: https://timothyrobertsllc.com/analyzing-life-insurance-needs-a-strategic-framework-for-risk-management-in-2026/

06/08/2026

Long-Term Care Insurance Pros and Cons: A Strategic Wealth Perspective for 2026

Nearly 70% of individuals over the age of 65 will require some form of professional care during their lifetime, yet the financial architecture required to fund that care is shifting beneath our feet....

📖 Read more: https://timothyrobertsllc.com/long-term-care-insurance-pros-and-cons-a-strategic-wealth-perspective-for-2026/

Address

2750 Carpenter Road Suite 7
Ann Arbor, MI
48108

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 4pm
Friday	8am - 6pm

Telephone

+18003906227

Website

http://www.timothyrobertsllc.com/?utm_source=gbp

Alerts

Be the first to know and let us send you an email when Timothy Roberts & Associates, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Timothy Roberts & Associates, LLC:

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Business
Claim ownership or report listing

Want your business to be the top-listed Finance Company in Ann Arbor?