Services

OBN Wealth Advisors provide clients with advice on key topics such as cash flow and budgeting, funding a college education, retirement, and risk management, estate or tax planning, among others. Ongoing and continuous supervision of clients’ portfolios are provided through our portfolio management services. We offer periodic educational workshops and seminars involving a broad range of planning and investing topics.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Treasury Bills

Government Securities

Treasury Notes

Annuities

Financial Planning

Retirement Plans

Tax Plans

College Plans

Estate Plans


Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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.

tdinkins@obnwealthadvisors.com   |  (404) 723-9780