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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

We have interesting videos for you to watch on my site.

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.

Describes how Roth accounts can generate tax-free retirement income.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Here are answers to some key questions about required minimum distributions.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much do you need to save each year to meet your long-term financial goals?

How much life insurance would you need to produce a sufficient income stream for your family?

How much would your monthly lease payment be?

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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