Broker Check

Financial Planning for All of Life's Seasons

Let's set up a time to begin the conversation. 

Schedule a Call

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.

Learn More About Bob and How He Can Help!

Experience

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

More About Bob

Services

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

Explore Services

Team

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

Meet the Team

Partners

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

Meet Our Partners


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

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn More
Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
Learn More
Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Learn More

How Can We Help? 

Thank you! Oops!