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4355 Hylan Blvd
Staten Island, NY 10312

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Shaun Roberts, EA, CFP®

(718) 967-1272

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Tax and Financial Services for Clients in the Greater New York Area

Shaun Roberts Associates is an independent tax and financial services firm based in Staten Island, New York serving individuals and small business owners in the tri-state area and across the country.

Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. Shaun Roberts Associates was founded with the goal of combining the two into one, serving as a one-stop resource for tax, audit representation, and financial services.

As an independent firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by always striving to make clients feel welcome and part of the family.

Our goal is to help clients preserve their assets and build their wealth in a tax efficient manner. We seek to educate clients on investment opportunities* and tax strategies while helping them navigate the complexities of financial planning* throughout the ever-changing life events.

By providing impeccable service at competitive rates, we have formed countless rewarding relationships; in fact, more than 95% of new business comes from client referrals. To schedule your complimentary consultation, call the firm or click here to schedule online.


*Investment and financial services are offered by Shaun Roberts through his affiliation with HD Vest.

Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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