Over 38 Years ago, Robert’s mentor, Roland Bechtel, taught him the single most valuable lesson was to successfully help clients achieve their financial goals. Robert feels following a “Safe Money” mindset can help you create a comfortable & soothing financial environment. Robert can analyze your overall financial situation, provide guidance and assistance on a broad range of financial topics, including:
Planning for health care protection and long-term care needs.
Structuring distributions from pensions, 401(k)s, 403(b)s, IRAs and Social Security for a secure lifetime income.
Developing effective estate planning strategies.
You can count on Robert’s expertise, education, and integrity to help you obtain the most beneficial financial results you desire to achieve.
Robert is also a veteran and served in the Air Force. He enjoys traveling, lifting weights, watching high school and college wrestling, and spending time with his children and grandchildren. Robert and his late wife Nina owned the Bechtel Agency for many years.