Sandra L. Kobel

Our Story

At Kobel Financial Planning, we're committed to helping individuals and families achieve their financial goals. Our boutique financial services practice is built on a foundation of independence, quality, and expertise. As your trusted financial partner, we're dedicated to providing personalized guidance and support to help you navigate the complexities of financial planning.

Our Philosophy

At the heart of our approach is a commitment to quality and a passion for helping individuals achieve financial security. We believe that every individual is unique, with their own set of circumstances, goals, and aspirations. That's why we take the time to understand each client's specific needs and develop customized plans tailored to their individual circumstances.

Our Process

Our comprehensive financial planning process is designed to help you achieve your financial goals. We take a holistic approach, considering factors such as your financial objectives, risk tolerance, and time horizon. We'll work closely with you to develop a personalized plan that takes into account your individual circumstances and goals.

Our Expertise

As a seasoned financial professional, Sandra Kobel, CFP, CLU, ChFC, brings a wealth of experience and expertise to her practice. With a background in the financial industry, she's worked for major financial institutions and has built a reputation for success with hundreds of clients. Sandra's unique combination of skills and experience enables her to provide expert guidance and support in a variety of areas, including:

• Investment and insurance services
• Retirement planning and planning for those thinking about retirement or already in retirement
• Wealth management and planning for working professionals and retirees
• Estate planning and estate management

Why Choose Us

At Kobel Financial Planning, we're dedicated to providing you with the personalized attention and guidance you need to achieve your financial goals. We believe in the importance of building long-term relationships, based on trust, transparency, and a commitment to helping our clients achieve financial security.

Start Your Journey

Whether you're just starting out on your financial journey or looking to refine your financial plan, we're here to support you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.