Services
Protect Your Finances
Protecting your finances means safeguarding the wealth you’ve built—from unexpected healthcare costs, income disruptions, and life events that can erode assets over time. With the right protection strategies, you can reduce risk, preserve savings, and maintain financial confidence throughout retirement.At Roberson Tierney & Associates, we help retirees and established professionals protect their income, assets, and lifestyle through thoughtful, personalized planning.
Why Financial Protection Is Essential
As you approach or enter retirement, financial risks shift. Rising healthcare costs, extended longevity, and unexpected events can place unnecessary strain on even well-funded portfolios.
A strong financial protection strategy helps you:
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Preserve retirement assets
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Reduce exposure to high out-of-pocket medical expenses
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Protect income and savings from unplanned events
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Maintain financial independence and control
Our focus is proactive planning—so your wealth works for you, not against you.
Asset & Income Preservation
Protecting your finances isn’t just about insurance—it’s about preserving income and minimizing unnecessary withdrawals from your assets.
We help coordinate protection strategies that:
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Support predictable retirement income
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Protect assets from unexpected financial strain
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Align with long-term retirement and estate goals
This allows you to maintain flexibility while protecting what you’ve built.
Healthcare Cost Protection & Risk Management
Healthcare expenses are one of the largest threats to long-term financial security in retirement. Even with Medicare, gaps in coverage can lead to significant out-of-pocket costs.
We help clients evaluate supplemental and protective coverage options designed to:
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Offset high deductibles and copays
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Provide financial support during hospital stays or serious illness
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Reduce the need to draw from retirement accounts
For high-net-worth individuals, this type of protection helps preserve investment strategies while managing risk efficiently.
Strategic Protection for Established Clients
For clients with significant assets, financial protection plays a key role in overall wealth management. Thoughtfully selected protection strategies can help reduce volatility, support legacy planning, and maintain confidence through changing market or health conditions.
Our recommendations are always tailored—never one-size-fits-all.
Ongoing Review & Trusted Guidance
Life changes. Markets change. Healthcare costs change. Your protection strategy should evolve, too.
We provide ongoing reviews and guidance to ensure your coverage and protection strategies continue to align with your goals, needs, and financial picture. You’ve worked hard to build financial security. Protecting it is one of the most important steps in maintaining a confident retirement.
Let’s put the right safeguards in place—so you can focus on living well.