Bruce is the owner and founder of Roberts Financial Services located in North Royalton, OH. He has been servicing his clients as a member of the greater Cleveland insurance community since 1972.
The two main financial fears for many people in or near retirement are:
- The fear of outliving their savings.
- The fear of losing what took a lifetime to build due to needing long-term care services for an extended period of time.
Bruce helps his clients find the financial products they are looking for that will help them safely attain and sustain financial independence. He also helps them implement strategies that will provide guaranteed income for life and “leverage” current assets to provide additional income for long term care expenses. And, if they never need long term care, the funds will pass to their heirs tax free. Bruce has resided in Strongsville, OH since 1990.
He and his wife, Barbara, raised three children and are now the proud grandparents of 7 grandchildren.
