Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Identity Theft & Legal Protection Plans
Explore our affordable plans designed for ultimate protection. Whether it’s just you, or your whole family, we’re constantly working to keep your identity and private information protected, and restoring it should something happen. Membership includes monitoring your private data (SSN, credit cards, bank accounts, email addresses, phone numbers), social media monitoring and much more.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@obispowealthmanagement.com | 805-541-6500