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Financial Planning for All of Life's Seasons

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A Wealth of Knowledge About Financial Planning

As a financial advisor, Robert Kratzer Everett helps clients plan for the financial future they want and the retirement they deserve. 

Along with his team, Bob assists individuals, families, and business owners with wealth management and financial planning.  For companies and nonprofits, he works to optimize the value of their organization retirement programs.

With more than 30 years in the financial industry, Bob serves individuals and companies as direct clients, and he also works to educate the broader community through his writings. Bob is the author of the book Retirement Savings Made Simple: The 401(k) and he also regularly writes a newsletter and blog.

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Experience

With more than 30 years in the financial industry, including 20+ as a financial planner, Bob can create a plan for you. 

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Services

Bob assists individual clients with financial planning and companies with retirement and benefit plans. 

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Team

Our client team helps create a financial plan or strategy, and maintain it when new situations require change. 

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Partners

Our partners give us the tools and resources to assist individuals, families, and larger corporate clients. 

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Our Resource Center features videos and articles about investments, tax strategies, and much more.

<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
Learn More
<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More

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