If you are just starting down the road of a career, planning for your child’s college, nearing retirement, or in the middle of a life changing event you should consider investing along the way.

At Robertson Insurance & Financial, we have the ability to offer a diverse set of investments for all of life’s events. Depending on your situation, we can help with your specific investment goals. If retirement is what you desire, we offer products that can help you reach that milestone. Also, if you are interested in short term investments, we have that too. The following is a brief list of some of the services that are available.

  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Equity-Indexed Annuities

Variable annuities are long term investment products designed for retirement purposes sold by prospectus. Their value will fluctuate so that upon redemption may be worth more or less than the original cost.

Mutual funds and variable products are sold by prospectus only. Carefully consider a fund's or sub account's investment objectives, risks, charges and expenses before investing. This and other information is contained in a prospectus available from your registered representative. Read the prospectus carefully before investing.

Fixed annuities and equity-indexed annuities are also long term insurance products designed for retirement purposes. Equity-indexed annuities do not participate directly in any stock or equity investments. An annuity is not meant to be used to meet short term financial goals.


Group Retirement

A second important aspect of our financial service business is group retirement plans for both for profit and not-for profit businesses

A for-profit business could choose a 401(K), SEP, or SIMPLE IRA. Depending on the not-for profit organization, a 403(B) or 457 deferred compensation plan could be used. The list below shows some categorized tax qualification investments available for you or your organization.

  • 401(k)
  • 403(b)
  • 457 Deferred Compensation
  • IRA
  • Roth IRA
  • SEP

We are compensated in two ways. Planning services as investment adviser representatives are fee based. Implementation of suitable recommendations through our broker/dealer results in commissions in addition to the planning fee. A conflict of interest may exist if products of the insurance companies affiliated with the broker/dealer are purchased. All of this information is fully disclosed in writing at the time of entering into an advisory contract.

Securities offered through Southeast Investments, N.C., Inc. – Member FINRA, SIPC OSJ: 820 Tyvola Road – Suite 104 - Charlotte NC 28217
Ph: (800) 828-1295 or (704) 527-7873

Check the background of Philip Robertson on FINRA's BrokerCheck