Johnnie Roberts | Retirement Planner
Johnnie and his wife Kristy are proud parents of four children and grandparents to three grandchildren. They put their faith and family first, and Johnnie believes deeply in strong family values. He is especially proud to have his daughter Courtney and her husband, Nic, as part of the firm. Courtney and Nic are the parents of Johnnie and Kristy’s grandchildren, Theodore and John.Their son, Hunter, is also working in the financial industry. Johnnie and Kristy’s daughter Katelyn holds a master’s degree in social work from Wayne State University and is married to Matt, a sergeant with the Detroit Police Department. Katelyn and Matt are the proud parents of their son, Nathaniel. Their youngest daughter, Charity, earned her bachelor’s degree in business and marketing from the University of Detroit Mercy. Johnnie began his career in retirement planning and insurance services in 1998.
He hosts retirement and estate planning seminars, helping individuals and families navigate the changes and uncertainties facing today’s retirees. Dedicated to the communities he serves and to the goals of each individual and family, Johnnie is grateful for the opportunity to partner with clients in building confident, well-prepared futures.
Shelly is an accountant and specialized in individual and business tax matters and returns. She brings over 25 years of experience to our team. As owner of Sharp Edge Tax Solutions, she is a valuable resource and partner to our clients
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also guide our clients through thoughtful estate planning, helping ensure their assets are structured intentionally and their wishes are clearly carried out for the people they love most.
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
I’m excited to announce that you can now listen to my new podcast!
It’s called Retire at New Heights. You can listen online at the link below, or subscribe on Apple Podcasts (or wherever else you get your podcasts). Check it out!”
Check out my YouTube channel.
EVENTS
Workshops for Retirement
Tuesday, February 3rd 2026, 6:30 pm – 7:30 PM
Chesterfield Community Center
Learn how to optimize your retirement income and reduce your taxes.
Workshops for Retirement
Tuesday, March 10th 2026, 6:30 pm – 7:30 pm
Macomb Community College UC1 – 104
44575 Garfield Rd Clinton Twp MI 48038
Topic: Taxes, Social Security and Retirement Planning
Workshops for Retirement
Tuesday, March 26th 2026, 6:30 pm – 7:30 pm
MacDonald Public Library Large Conference Room
36480 Main St New Baltimore MI 48047
Topic: Taxes, Social Security and Retirement Planning
Workshops for Retirement
Tuesday, April 7th 2026, 6:30 pm – 7:30 pm
Macomb Community Center – University Campus, Room UC1 – 104
Topic: Estate Planning
Learn how to optimize your retirement income and plan your estate.
Workshops for Retirement
Thursday, April 9th 2026, 6:30 pm – 7:30 pm
Macomb Community Center – University Campus, Room UC1 – 104
Topic: Estate Planning
Learn how to optimize your retirement income and plan your estate.
13854 Lakeside Circle
Suite 215
Sterling Heights, MI 48313
(586)-819-0664
This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.