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Empire State Building and New York City skyline

Jim Roberts Investment Advisors LLC

515 Ship St. Suite 211
St Joseph, MI 49085

Phone:

269-982-4188

Fax:

269-982-4189

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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Registered Investment Advisor

Welcome to our Web site, where you'll find information in the form of newsletter articles, calculators, and research reports.

View Your Accounts

We hope your visit will help you understand the opportunities and potential rewards available when you take a proactive approach to your financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind investing, wealth management, and retirement. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you.  To help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Explains benefits of employee-stock ownership plans for succession planning.

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This calculator can help you estimate your annual federal income tax liability.

How much can you afford to pay for a car?

How Long Will Your Funds Last?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck