WHO WE ARE

As a MainePERS member, active public safety professional, and Chartered Retirement Planning Counselor™, Mark Roberts provides expert guidance and education to help clients understand the often confusing and stressful retirement process.

A local CRPC™ retirement educator, Mark Roberts has the specialized knowledge and experience to provide the recommended education that will help pave the way to success for your most important resource. 

WHAT WE DO

Solutions include group training, individual pre-retirement education, and new employee retirement education.  Empowering your workforce to live a life of financial wellness pays significant dividends.  

WHY WE DO IT

"Workers who believe their employers don't care about their well-being—physical, emotional and financial—often feel less engaged at work and are more likely to seek employment elsewhere. This may especially be true when they are experiencing anxiety about their financial situation." *

From the Police Executive Research Forum: "Where possible, agencies should consider partnering with local financial advisors or other certified professionals to deliver specialized information." ~ Recommendation 33.**

Read the complete report here:

Promising Strategies for Strengthening Police Department Wellness Programs

*Society for Human Resource Management (SHRM) (2023). Unlocking the Full Potential of Financial Wellness Benefits. Www.Shrm.org. Retrieved September 13, 2023, from https://www.shrm.org/hr-today/trends-and-forecasting/research-and-surveys/Pages/Unlocking-the-Full-Potential-of-Financial-Wellness-Benefits.aspx 

**Police Executive Research Forum. 2021. Promising Strategies for Strengthening Police Department Wellness Programs: Findings and Recommendations from the Officer Safety and Wellness Technical Assistance Project. Washington, DC: Office of Community Oriented Policing Services. 

Chartered Retirement Planning Counselor™, CRPC™ and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.