William E. Roberts
Benefit Concepts Inc
William E. (Bill) Roberts, CLU, ChFC graduated from Valdosta State University with a Bachelor's of Science in mathematics and a minor in physics before helping establish Benefit Concepts, Inc. of Colorado in 1978. He has pursued his professional education by completing his CLU® and ChFC® studies. Bill has served privately held business owners for over 32 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. As a result, Bill and his firm have been members of the prestigious and highly regarded M Financial group. He works 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 use of the Family Core Value Statement to bring focus to the strategies evaluated and implemented saves results in an efficient, and therefore, economical process. After graduating from college, Bill entered the Air Force. He flew 130 missions over North and South Vietnam in the F-4 Phantom. He was credited with downing a 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. Bill has recently rediscovered his love for flying. Bill and his wife Orveta share time between their homes in Scottsdale, Arizona and Castle Pines, Colorado. They have two sons who are married to their wonderful daughters-in-law. Bill and Orveta were pleased to welcome their first grandson in March of 2010 and also love spending time with their two granddaughters. One son is following in Bill's footsteps by studying financial services with the ultimate goal of being a significant team member of the firm.
02/11
