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(800) 418-7208
(954) 454-7028
PF Roberts and Associates
Registered Investment Advisors
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Retirement Planning
Enjoy Your Retirement
Analysis of income needs now and in future
Analysis of IRA beneficiaries to maximize accumulation and potential tax benefits
Continual development and implementation of recommendations to help fund your income needs
Assistance in 401(k) rollovers and transferring qualified plan assets
Distribution strategy recommendations for employer retirement plans and IRAs