William E. Roberts, CLU, ChFC
5350 S. Roslyn St.
Greenwood Village, CO
Bill was a founder of Benefit Concepts, Inc of Colorado in 1978, a regional firm with clients in 22 states. He and his firm serve clients nationally to protect and preserve personal and business wealth for future generations. His team includes a CPA, two Masters in Tax, and an attorney specializing in estate and gift strategies.
Bill has served privately held business owners for over 30 years. He and his firm work with owners to develop their Family Core Value Statement™, a clearly stated set of principles and values that drive the planning process to a successful conclusion. He and his team use assessment tools designed to bring clarity and direction to the planning process. Through the use of insightful questions, realistic visions of successful results are identified along with the dangers and opportunities that line the path to these results.
Bill's goal is to achieve tangible results in a cost effective manner. He often assumes the role of project coordinator to align the efforts of all professionals toward the client's objectives.
His firm is a member of the prestigious M-Financial Group since 1984. M-Financial delivers uniquely designed proprietary products and services to the affluent and ultra-affluent. (They are the only group who has accumulated mortality and persistency information indicating far better experience than the general population) leading to the development of favorably priced proprietary products for the needs of the affluent market place.
Bill graduated from Valdosta State University with a Bachelor of Science in Mathematics and a Minor in Physics. He has pursued his professional education by completing his CLU and ChFC studies.
He is associated with the Legacy Group, a network focused on philanthropic and family related goals for high net worth families.
After graduating from college, Bill entered the Air Force. He flew 130 combat missions over North and South Vietnam in the F-4 Phantom. He was credited with downing an MIG-17 over North Vietnam and the aircraft he flew is mounted at Langley Air Force Base, Virginia as part of a display of USAF combat aircraft.
He has been a member of the Million Dollar Round Table throughout his career and is now designated as a life member. He has participated on several committees for the Round Table to promote increased professionalism among its members.
Bill enjoys sharing his knowledge and experiences with business owner forum groups on subjects such as Exit Strategy Planning, buy sell issues and concerns, estate planning life insurance design and compensation strategies for key managers and executives. He has worked with and spoken before motorcycle dealer groups on the unique issues they face in passing their business interests to family members.
Bill and his wife Orveta share time between their homes in Scottsdale, Arizona and Castle Pines, Colorado. They have two sons, two wonderful daughters in law and a new granddaughter. One son is following in Bill's footsteps in his career path. He is learning his skills in the financial service industry on his own. Business Succession Plans for Benefit Concepts, Inc., include the alternative of bringing him in as a future partner in the firm.
This experience is providing Bill with up close and personal experience with the issues and conflicts that exist in the Business Succession Planning process in families.
Bill has recently "rediscovered" flying through a client whose avocation included flying in a performance aerobatics team for air shows. While he may not attain air show quality flying, he intends to renew his passion for flying.