You
Your Family
Your Future

Find confidence in your retirement strategy.

Watch Our Story

As a local, family-owned firm, we understand what’s most important in life. We can help your financial strategy reflect that so you, your family and your future are in good hands.

Get Started In

3 Easy Steps

discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Kobrin Financial & Insurance Services plan, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy to help you reach your unique retirement goals.

Trump-Tax

INSTANT DOWNLOAD

Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

Meet the

Father-Daughter team

Sharon Kobrin Evans and Don Kobrin

Our mission in the formation of a financial plan is to help enhance and grow your wealth, and to help protect and preserve the value of your assets. We believe a well-informed individual will make better financial decisions.

team

Our goal is to help you manage your finances so you can pursue your goals.