Miami, Florida Location
Your future isn’t waiting and you shouldn’t have to wait for it.
Reach out to us today and schedule some time with one of advisors.
Schedule a Meeting With Joe Cruz or Call 786-704-1890
Miami, Florida
3850 Bird Rd, Miami, FL 33146
786-704-1890
Joe.Cruz@selectretirementwealth.com
We’ll Plan for the Whole Journey, Together.
The Roberts Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection