Greg's Education and Background
What is an Enrolled Agent?
At Life Solutions, we understand that financial planning for your future is scary and uncertain, especially in today's economy. Rest assured that we have helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and often exceeded. We want to help make that dream become a reality for you and your family, too.
Greg Roberts is a virtual native of Aiken, having relocated here with his family in the 50’s. He graduated from Aiken High, earned his B.S. in Industrial Management from Clemson, and received his MBA in insurance from the Wharton School of Commerce and Finance at the University of Pennsylvania. Additionally, Greg has earned the following professional designations: Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner™, Certified Employee Benefit Specialist, Certificate in Long Term Care, and he is an Enrolled Agent, licensed to represent taxpayers before the IRS.
Greg authors a weekly financial planning column for the Aiken Standard, and he has been published in several industry publications. Greg has over 35 years of hands-on financial planning experience, and he has spoken widely to attorneys, CPA’s, and financial planners throughout the United States on all facets of financial planning.
What is a Certified Financial Planner™? Click-->Here