Roberson Tierney & Associates

Roberson Tierney & Associates Our consultative approach with each of our clients allows us to prepare an insurance directive with the individual needs of the client in mind.

Roberson Tierney & Assoc., LLC is a family-owned agency dedicated to helping our community navigate Medicare, supplemental coverage, and retirement planning with personalized solutions.
860-379-6700 We are licensed and certified in all lines of insurance, which gives our clients comfort in knowing that their insurance needs will be handled by one agency. We keep ourselves educated in Health Care R

eform so that we are able to guide our clients through the complexities of the Affordable Care Act. Our Retired Client Division has a broad range of services from Retirement & Medicare planning to Medicaid protection. We are licensed and certified with all carriers offering Medicare Supplement, Medicare Advantage Plans, and Part D prescription drug plans. Our agency also offers ancillary products to fill the gaps in Medicare Advantage plans. Our Final Expense division provides peace of mind to our clients when it comes to funeral planning. For our new retirees, we offer a wide range of financial products to protect assets from the instability of the stock market so that they can enjoy retirement knowing their assets are protected. Daphne Roberson is a Certified Long Term Care Consultant, we can educate our clients in the area of Long Term Care insurance, however we can also educate our clients on how to protect their assets from the nursing home and guard their retirement savings from Medicaid Spend Down.

đź“Š Join us for a Market & Economic Update!Register Here: https://zoom.us/webinar/register/WN_rARsVBMRRPKDXBfZbTZwbw #/reg...
06/12/2026

đź“Š Join us for a Market & Economic Update!

Register Here: https://zoom.us/webinar/register/WN_rARsVBMRRPKDXBfZbTZwbw #/registration

William Joseph Capital Management, Inc. is hosting a client event featuring Kezia Samuel, CFA, CAIA from AssetMark.

She’ll share insights on current market conditions and economic trends shaping investor decisions today.

🗓️ June 24, 2026 at 6PM EST

We look forward to seeing you there!

True or false: Setting up a trust means your estate will avoid probate.False. And it's one of the most common estate mis...
06/11/2026

True or false: Setting up a trust means your estate will avoid probate.

False. And it's one of the most common estate misunderstandings wealth strategists see. ⚖️

A trust doesn't protect anything the day you sign it. It has to be set up, meaning your assets need to be physically transferred into it:

▪️ Real estate titling may need to be addressed.

▪️ Bank and investment accounts need to be retitled in the name of the trust.

▪️ Insurance policies may need to be updated if the trust will be involved.

Overlooking these steps leaves the trust as an empty legal container.

Your estate may still go through probate. Creditors may still have access. The protections you prepared for may not apply.

The paperwork gets done, life moves on, so don’t let the trust get lost in the shuffle.

It happens more than most people realize. đź“‹

It's worth a conversation to make sure what you've built is actually doing what you intended. A trust involves a complex set of tax rules and regulations. Before moving forward, consider working with a professional who can guide you through the trust activation process.



This information is for educational purposes only and is not intended as tax, legal, or investment advice. Please consult a qualified professional regarding your individual circumstances.

What would you do with a windfall?A business sale. An inheritance. A bonus that lands bigger than expected.Most people a...
06/09/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

đź“Š Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

đź“‹ Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

The most important thing you can do in the first 90 days? Maybe nothing.

Tell very few people. Then consider building a team of professionals who can offer insights and guidance.

There is rarely a cost to waiting. There is frequently a cost to moving too quickly.



This information is for educational purposes only and is not intended as tax, legal, or investment advice. Please consult a qualified professional regarding your individual circumstances.

Medicare enrollment doesn’t have to be confusing. At Roberson Tierney & Associates, we walk Connecticut retirees through...
06/08/2026

Medicare enrollment doesn’t have to be confusing. At Roberson Tierney & Associates, we walk Connecticut retirees through clear, practical steps so you avoid gaps, reduce out‑of‑pocket costs, and coordinate prescription coverage.

We combine Medicare guidance with retirement income planning for a holistic plan tailored to your needs. Call us for a complimentary consultation and get peace of mind this enrollment season: https://wix.to/ZsyMpHL

Have questions about your situation in Connecticut? Ask below or message us to get started.

College students home for the summer often have more free time than they realize. It can be a great opportunity to start...
06/05/2026

College students home for the summer often have more free time than they realize. It can be a great opportunity to start building strong financial habits.

Budgeting, understanding a paycheck, and using credit responsibly don’t have to be overwhelming. They just have to start somewhere.

If you have a college student at home this summer, what’s one money conversation you wish someone had with you at that age?

Planning the retirement you want starts with a clear budget for both health and leisure. At Roberson Tierney we listen f...
06/05/2026

Planning the retirement you want starts with a clear budget for both health and leisure. At Roberson Tierney we listen first—then turn your goals into step‑by‑step financial and Medicare actions so you can protect coverage and enjoy the life you imagine in Connecticut.

Whether you’re in Burlington, Hartford, or anywhere across the state, our patient, holistic advisors help balance medical costs, travel plans, and legacy goals so you can retire with confidence. Ready to design your ideal retirement? Visit https://wix.to/Q66Ej7e to learn more and schedule a consultation.

We’re honored to be a Best of Hartford 2026 winner! Thank you to our clients, family, friends, and community for your vo...
06/04/2026

We’re honored to be a Best of Hartford 2026 winner! Thank you to our clients, family, friends, and community for your votes and support. For 35+ years we’ve helped Connecticut residents navigate Medicare, retirement income, and financial planning with patient, personalized care.

We’re grateful and ready to keep serving you. Visit us to learn more: https://wix.to/SWAxQde

What part of planning would you like help with next? Share below - we read every comment. 🙏🏽🏆

06/03/2026

Some days on the calendar mean more than others. Today is one of them. đź’ś

If someone you love has faced a cancer diagnosis, you know the journey doesn't end when treatment does. The fear doesn't just disappear. The follow-up appointments keep coming. And somewhere in the middle of all of it, there are these unexpected moments of pure gratitude that are hard to put into words.

Cancer doesn't just touch one person. It's the spouse who rearranged their whole life. The kids who grew up faster than they should have. The friends who showed up and kept showing up.

Behind every survivor is a family that went through it too.

Today is for all of them.

We helped a Connecticut retiree move from confusion to calm during Medicare enrollment. After a complimentary, no‑obliga...
06/01/2026

We helped a Connecticut retiree move from confusion to calm during Medicare enrollment. After a complimentary, no‑obligation consultation at our Burlington office, we compared Medicare plans side‑by‑side, clarified benefits, and built a simple, step‑by‑step plan that reduced monthly out‑of‑pocket uncertainty.

If you’re approaching retirement or want a clearer path forward, we’ll listen, explain your options, and guide you at your pace. Visit https://wix.to/QmDB69x or call our Burlington team to schedule a free consultation.

You don’t have to navigate Medicare alone.

Address

252 Spielman Highway
Burlington, CT
06013

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 1pm

Telephone

+18603796700

Website

Alerts

Be the first to know and let us send you an email when Roberson Tierney & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Roberson Tierney & Associates:

Shortcuts

Share

Category