Creating Your Colony
The Colony Life provides guidance for families and business owners to protect income, build wealth, and reduce taxes through integrated financial and insurance strategies designed for long-term security.
Protect your family or business with The Colony Life
Tax-Advantaged Wealth Design
Income & Asset Protection Strategies
Income & Asset Protection Strategies
We help individuals, families, and business owners structure their assets to build wealth more efficiently through tax-conscious strategies designed to preserve more of what they earn and grow long-term financial confidence.
Income & Asset Protection Strategies
Income & Asset Protection Strategies
Income & Asset Protection Strategies
Protect your income, savings, and legacy from unexpected risks through customized solutions that create financial security during disability, market volatility, illness, or premature loss.
Business Owner & Legacy Planning
Income & Asset Protection Strategies
Business Owner & Legacy Planning
We work with business owners to create strategies for succession, key person protection, executive benefits, and generational wealth transfer so the business and family legacy remain strong.
Land Owner Benefit Programs
Holistic Wealth Strategy and Planning
Business Owner & Legacy Planning
Specialized planning for landowners that explores tax-efficient opportunities, asset leverage strategies, estate considerations, and ways to maximize the value of agricultural, recreational, or inherited property.
Holistic Wealth Strategy and Planning
Holistic Wealth Strategy and Planning
Holistic Wealth Strategy and Planning
A complete financial approach that aligns tax planning, retirement income, protection strategies, estate goals, and wealth growth into one coordinated plan built around your life and priorities.
Who We Are at The Colony Life
Michael Roberts
Michael Roberts
Michael Roberts
Founder | Retirement Strategist
NIPR Number: 19449723
Joey Roberts
Michael Roberts
Michael Roberts
Founder | Retirement Strategist
NIPR Number: 20629707
The Colony Life is a strategic planning firm founded by father-and-son team Michael Roberts and Joey Roberts, both licensed life insurance producers, focused on helping business owners and families protect income, build wealth, and reduce long-term tax exposure through integrated financial strategies. Rather than operating as a traditional insurance agency, The Colony Life designs customized plans that combine life insurance, executive benefits, and tax-efficient planning tools to support business continuity, estate preservation, and multi-generational financial security. By working alongside accountants, attorneys, and financial professionals, the firm helps clients turn complex financial concepts into practical strategies built for long-term stability and growth.
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The information provided on this website is for general educational purposes only and should not be considered legal, tax, or financial advice. Insurance products and strategies are offered through properly licensed professionals; clients should consult their own tax, legal, and financial advisors regarding their specific situation.
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