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At Obel Financial Advisors we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.
Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
Important Birthdays Over 50
What To Know And How To Prepare
Happy Birthday! The big “Five-O.” Now the real fun begins! Before you begin planning your retirement, be sure to mark these important dates in your calendar. Starting at age 50, several birthdays— including “half-birthdays”—are critical to plan for, as they have crucial implications for your retirement future.
Legacy & Estate Planning
Understanding The Basics

Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
Stress Free Retirement
Know Your Unique Needs

This book has done for the annuity marketplace what Tax-Free Retirement did for life insurance. The response has been overwhelming. Nearly every person who reads this book wants to schedule a follow up with the person who gave it to them to discuss how this product can enhance their retirement. Don’t miss out! This is the book you have been waiting for. A book that could revolutionize your retirement years.



