Kevin Roberts CPA CFP(R)

A financial advisor and accountant are often two of the most trusted professionals in one’s financial life. 

At Lifetime Wealth Design and Roberts CPA Group, we have combined both aspects with the goal of service as one-stop resource for tax services, accounting support, and financial services.  Clients come to us valuing our tax expertise and planning perspective and put their trust in us to serve them honestly and individually.  By integrating our tax, accounting, and financial services, we strive to simplify our clients’ lives and help them create and execute a plan that can guide them toward their goals. 

We offer you personalized care and objective guidance along your financial path.  Take the first step today by contacting us to schedule a complimentary consultation.