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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.

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Will you be able to afford nursing home care?

How much would your monthly lease payment be?

Use this calculator to estimate how much income and savings you may need in retirement.

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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