ShirleyAnn M. Robertson
Financial Professional,
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
I am available to meet virtually to discuss your needs using secure, online meeting technologies. Please contact me to schedule an appointment.
ShirleyAnn M. Robertson
Financial Professional
About ShirleyAnn M. Robertson
About ShirleyAnn M. Robertson
Having a financial strategy increases your likelihood of financial success. People don't plan to fail; they simply fail to plan. Let's schedule a time to have your financial conversation.
Having the opportunity to help individuals and families achieve their financial goals and dreams. Please see one example in this short video.
I'm Most Proud Of: Helping my clients achieve their financial goals and dreams as seen in this video. Please watch...
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Planning-for-Small-Business
As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
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- Property & Casualty: CA, CT, DE, FL, IL, IN, MO, NV, WI
- Variable Annuities: AL, AR, AZ, CA, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, TX, VA, WI
- Securities License: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NM, NV, NY, OH, PA, TN, TX, VA, WI
- Variable Life Insurance: AL, AZ, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, VA, WI( AR License #2164284)( CA License #0C44439)( LA License #633691)( TX License #1280163)
- Fixed Annuities: AL, AZ, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, VA, WI( AR License #2164284)( CA License #0C44439)( LA License #633691)( TX License #1280163)
- Life Insurance: AL, AZ, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, VA, WI( AR License #2164284)( CA License #0C44439)( LA License #633691)( TX License #1280163)
Shirleyann Robertson is associated with the Chicagoland Financial Group Office, 1901 Butterfield Rd, Suite 250, Downers Grove, IL, 60515-5463, Managing Director: Jeffrey Martinath, Phone: 630-493-0585. Shirleyann Robertson offers insurance and securities products and services as a Registered Representative of Pruco Securities, LLC (Pruco). The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window
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