Bobby Ebert, Cfp®, Aif®, Clu®, Cepa, Cltc Email & Phone Number

Mission Statement: I help clients, protect and grow their financial security by offering quality products and services through a long-term, mutually beneficial relationship that is built on integrity. I help motivated business owners and families identify and achieve their financial goals by working with them to develop comprehensive financial strategies. We will, together, strategize to attain your personal goals, recognizing each situation is unique. I methodically learn what your needs are, help shape your objectives and then develops an achievable strategy. I bring a wide range of knowledge and skills investments, asset management, 401k rollover, life insurance, business finance consulting, long-term disability insurance, long-term care, the process of developing comprehensive financial strategies; helping individuals and businesses in strategizing to attain their goals.Services • Retirement Preparation • Asset management• Business Exit and Transition Strategies• Life Insurance – Term and Permanent• Disability Insurance• Long Term Care Insurance (LTCi)• Employee Benefits• Investments• Corporate Retirement Plans• Insurance• Fixed, Index, and Variable Annuities• Mutual Funds• Estate Planning• Asset Allocation• Health Insurance• Portfolio Management• Personal Finance• Investment Strategies• Wealth Management• Financial Services• Risk Management • Written Fee-Based Financial Plans Financial Advisors do not provide tax or legal advice. Please consult your tax advisor or legal professional for advice regarding your specific tax and/or legal situation.If you are interested in learning more about what I can do for you, I would love to get together with you over coffee sometime or at your office or mine. Feel free to email me at Bobby.Ebert@fortunefin.com or call me at my direct line of 952-908-2508. I look forward to hearing from you soon.