Our Areas of Expertise
Wealth Protection and Transfer.
Because our clients would rather transfer as much of their estate to their designated beneficiaries, we help them achieve this efficiency with various Estate tax planning strategies. Our Estate Planning strategies are designed to help our clients achieve maximum wealth transfer.
In todays complex and volatile market and economic environment, managing your assets has never been more challenging. We customize management strategies to suit out client's goals. Factors that we take into consideration include , our clients time horizon, risk tolerance, investment experience, etc Obel Financial Advisors is a Registered Investment Advisor - RIA, in the state of California. Securities and Investment Services offered through Scottrade Inc.
Personal Financial Planning.
Using our Financial Planning experience, technology and expertise, we collaborate with our clients in a Financial Planning relationship to help them better realize their financial dreams and goals.
Life, Property and Casualty Insurance
From experience, a death in a family will usually have a negative impact on many other kinds of financial plans. The emotional and financial toll can be far reaching, and we aim to reduce this emotional and financial impact with the use of life insurance. We will help you determine the amount of Life Insurance you and your family needs, the type of life insurance (Indexed, term, universal or variable) that best suits your needs.
We will also help you insure your home, auto and business. We help find you the most appropriate Life, Property and Casualty Insurance carier.
We help business owners with business planning especially in the areas of business continuity planning. We partner with business owners helping them in areas of buy sell arrangement, key man and employee benefits.
College Education Planning
Planning college education is key to ensuring a quality education for members of your family. We will help you integrate this in your overall Financial Planning strategy. We also educate our clients on the tax benefits and savings.