About Us

• At Roberts Retirement Group, we work with families to help build, protect, and pass on their family wealth, values, and purpose. It is our mission to help assure each client's family legacy and assist them in achieving the goals and objectives that are most important to them by integrating all areas of planning: financial, insurance, tax, and legal strategies. Located in the heart of the California Gold Country, we have been serving the residents of the Foothills since 1990, providing them with a strong, stable foundation where not only wealth, but also family values are protected, nurtured, and grown. Roberts Retirement Group offers wealth, value, and purpose for you, your children, and for generations to come. See our affiliate offices: *5000 Windplay Drive Suite 104, El Dorado Hills, CA 95762 *1231 8th Street Suite 405, Modesto, CA 95354 *1110 West Kettleman Lane Suite 26, Lodi, CA 95240 *14997 Camage Road Suite A-2, Sonora, CA 95370 *8880 Cal Center Drive, Suite 400 (behind Golden 1 Credit Union Building), Sacramento, CA 95826