Thanks for stopping by to visit our website. You can learn a great deal about us – and how we can help you manage your investments and plan for the future. Our expertise will help you create a sound financial plan that works now and carries you to a secure and happy retirement. As your life and the world change, we will help you make adjustments to remain on a steady course. Your financial security is our top priority.
Sandra L. Kobel CFP®, CLU®, ChFC® has a unique combination of skills and experience in the financial industry, working at major financial institutions and now serving as her own boss and head of an independent team. Whether you are looking for an analysis of your needs and goals, investment and/or insurance advise, research, help with retirement planning, she can provide expert help. Most importantly, she has built a record of success with hundreds of clients.
We work with savvy professionals, business owners, individuals and families who need financial expertise as they near retirement.
One size doesn’t fit all – not shoes or shirts or financial advice. Come to our boutique firm for independent advice and a personal plan that suits you.
We appreciate you taking the time to stop by and learn more about us.