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Are you going through sleepless nights due to financial affairs? Do you need someone who can assist unbiasedly? If yes, then you can choose Timothy Roberts & Associates. Our fiduciary financial advisors understand the challenges of managing your wealth effectively. We understand the burden that financial concerns can place on your well-being. That’s why we offer customized financial solutions designed to meet your unique needs. We analyze your current financial situation, identify opportunities for growth, and create a comprehensive plan that aligns with your goals. Our personalized approach and in-depth knowledge empower you to save money, reduce liabilities, and take control of your financial future.

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At TRA, we specialize in helping individuals and small businesses attain their financial objectives through strategic tax planning. Get rid of unnecessary tax payments and missed opportunities for savings. Our team is committed to assisting you through the complexities of tax planning and maximizing your tax advantages. Our personalized approach and in-depth knowledge empower you to save money, reduce liabilities, and take control of your financial future.

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Retirement Income Planning Services in Livonia  

Planning for retirement requires careful consideration of various factors, including tax implications. Our retirement income planning services in Livonia are specially tailored with a focus on tax-efficient strategies that help maximize your retirement income and preserve your wealth.
We will create a comprehensive plan that aligns with your financial objectives, taking into account factors such as Social Security benefits, pensions, investments, and tax-efficient withdrawal strategies.

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Retirement Planning Service in Livonia  

Retirement planning is a complicated process that demands careful attention to detail. We know the challenges faced by individuals when it comes to retirement planning. Our team helps you create a personalized retirement plan that addresses your financial objectives and minimizes your tax burdens. We consider factors such as your desired retirement lifestyle, healthcare costs, inflation, and tax-efficient investment strategies to ensure a secure and comfortable retirement.


Wealth and Investment Management Services in Livonia  

Building and safeguarding wealth requires strategic investment decisions that also consider tax implications. Our wealth and investment management services in Livonia are specifically designed to assist clients in making informed investment choices while optimizing their tax position. Our approach emphasizes tax efficiency and diversification, ensuring that your investments are well-positioned to grow while minimizing tax liabilities.

Tax Relief

Tax Relief and Tax Resolution Services in Livonia  

Dealing with tax issues can be stressful and time-consuming. Our tax relief and tax resolution services in Livonia are here to help individuals and businesses in Livonia navigate through these challenges. Our tax advisors have extensive experience in resolving tax issues, assisting with audits, and negotiating with tax authorities. We will work consistently to find the best possible solutions for your specific circumstances and help you achieve tax relief while minimizing the impact on your financial situation.

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Effective tax planning can make a significant impact on your financial well-being. By leveraging our services, you can attain the following benefits

  • Save Money: Our strategies reduce tax liabilities, maximizing your savings.
  • Customized Solutions: Tailored tax plans aligned with your financial goals.
  • Expertise and Knowledge: Navigating complex tax regulations with confidence.


Secure your financial future with confidence through the expertise of our dedicated financial advisors in Livonia. We specialize in providing tailored strategies to achieve your financial goals, whether it’s retirement planning, major life events, or wealth accumulation. Our team is committed to ensuring your future security. Choose us as your partner in financial success and take proactive steps towards a secure tomorrow.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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