For many people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long-term.
At Roberts CPA Group and Lifetime Wealth Design, we understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks, such as investing, tax planning, or financial planning. Our goal is to help you manage and organize your financial and tax affairs so you can pursue your financial goals. By allowing our team of professionals to take care of the intricacies of tax planning, accounting, financial planning, and investing, you can devote more time to your family and passions in life.
Who We Are
Roberts CPA Group and Lifetime Wealth Design is much more than just a tax and accounting firm. We provide a complete range of accounting and tax solutions, along with financial planning and investment management. Since our initial founding more than a decade ago, we’ve expanded from a tax practice to a full-service financial services firm.
We have long recognized that our clients require a very broad and complete range of accounting and financial services. Our goal is to serve as a one-stop resource for all of our clients’ needs.
What We Provide
We offer comprehensive financial planning and investment management services, along with tax planning and accounting. Whether clients come to us for help in one area or multiple areas, we strive to provide unbiased financial counsel, deliver exceptional service, and focus 100% on our clients’ unique needs and priorities.
Many small businesses come to us to serve as their part-time CFO, helping with a number of accounting and tax services, from Quickbooks training to cash flow management. And individuals and families may come to us for tax planning and tax preparation, along with any number of financial services, from retirement and estate planning to financial planning and investing.
Who We Serve
We serve a diverse range of clients, including individuals, families, and business owners, all of whom have unique needs and goals. Some may only require help with tax planning, while others seek help with investing and financial planning.
Regardless of their needs, we follow an in-depth process to help us learn about their objectives before implementing a strategy to help them work toward their goals. While we follow a process, our strategy for each client is custom designed and personalized for their unique needs.
While we don’t survey our clients, many clients tell us they choose to work with us because we come across as trustworthy. We aim to provide the most honest answers we can to their questions and remain objective in our advice and guidance. Additionally, clients have told us that they appreciate that we are smaller than the big firms while still offering a high level of knowledge for a better value.
Our Goal For You
In all that we do, our overarching objective is to help you, your family, and your business prepare for a more confident financial future. If you’d like to learn more about our process and how we may be able to help you with your tax, accounting, or financial needs, reach out to us for a complimentary second opinion. We can discuss where you are today, what you’d like to accomplish, and how your values come into play. To start, send me an email at firstname.lastname@example.org or call my office at (502) 426-0000.
Kevin Roberts is a CPA and financial advisor specializing in providing virtual CFO services to individuals, families, small businesses, and professionals in the medical, professional service, and restaurant industries. He has more than 20 years of experience in accounting and taxes, and more than seven years in the financial services industry. Regardless of the services he provides, Kevin strives to offer clients confidence knowing that their financial aspects are being addressed and monitored by professional and competent individuals. Based in Louisville, he works with individuals, families, and businesses throughout Kentucky. Learn more by connecting with Kevin on LinkedIn or emailing email@example.com.