Mike Roberts has more than three decades of experience in the financial services, insurance, and risk transfer industries. He has a deep knowledge of – and experience working with – individuals, business owners, and family offices, making him one of the country's top leaders specializing in risk transfer strategies and wealth creation by providing both sound financial advice and peace of mind while maintaining his clients’ Trust and Dignity.
He has an unprecedented ability to design and implement programs that transfer risk and are proven with a long track record of creating and protecting the transfer of wealth.
No client is too small for his assistance, and he has the ability and knowledge to work with vast estates containing massive levels of complexity.
His programs include, but are not limited to, income for life planning and long-term care insurance. He works with those actively employed, as well as retirees that need to protect income and make it last a lifetime, as well as to provide dignity protection while creating a LEGACY plan for heirs.
Mike is the Founder and Managing Director of CPT Wealth Strategies Original Six LLC, dedicated to helping our clients build wealth and preserve their hard-earned assets by designing and implementing programs that create an income stream for the life of the client.
Mike is an annual MDRT Qualifier.