- New Heights Financial
Johnnie Roberts has spent over 20 years in the retirement planning industry helping clients protect what is most important and building a legacy for their families. He began is financial career in 1999 while working as a youth pastor at his local church. Those early years taught him the importance of listening to what concerns people have and it also taught him about the importance of servanthood and to meet the needs that people have to the best of his ability.
Johnnie was able to grow in his career to work as a manager of financial representatives for offices in Troy and Flint, Michigan as well as South Bend, Indiana. He was able to teach and train financial representatives at seminars from Lousiana to Michigan and many places in between. In 2015, he was fortunate to be able to start his firm, New Heights Financial and he now partners with The Institute of Financial Wellness to educate and provide services to meet the needs of his clients. He has had the opportunity to work with clients to prepare for the unexpected, as well as develop a plan for their retirement years.
Every client he has the opportunity to partner with, has their own needs and goals. He strives to put his clients in the best position to enjoy their retirements years with their assets protected from loss, as well as provide the income they need during that wonderful time in their lives.
LICENSES & ACCREDITATIONS
- Life & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Income Planning
- Risk Mitigation
- Insurance Services
- Tax Minimization