Kobrin Financial & Insurance Services specializes in financial planning and financial consulting services by using a holistic approach to legacy planning.
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.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Wealth management services provided by AE Wealth Management (AEWM).
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.