Founded in 1990 by Pat Hobert, Hobert Wealth Management is an independent financial services firm which specializes in a conservative approach to investing and wealth management for those approaching retirement or already retired.
Hobert Wealth Management's expertise includes general retirement planning advice, inflation and income planning, asset allocation, estate planning, risk management, life insurance planning, and tax planning.
For the vast majority of our clients, the focus is capital preservation followed by growth, based on the belief that capital preservation is as important as capital appreciation, but each client has different needs and unique circumstances that we strive to address and resolve.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
However exciting retiring abroad may sound, it deserves considerable planning.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Why are 401(k) plans, annuities, and IRAs so popular?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.