|Gebhart & Associates, Inc.|
Gebhart & Associates, Inc. offers a wide variety of services to meet the financial objectives of individuals and businesses. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions.
As a husband and wife team, AI and Donna Gebhart combine their talents, experience, vision and passion in guiding their clients to and through retirement dreams. Recognizing parallels between professional and personal matters, AI and Donna follow the same principles of integrity and excellence under any circumstances. In their leisure, AI and Donna enjoy looking over the Santa Ynez Valley while riding their horses or gliding in the sky. In business, they look at clients' financial and retirement picture, while carefully analyzing investments and risk management.
For Al and Donna, finding a trail on a wild terrain is much like planning. It's important to assess what path their clients need to achieve financially and then map out a strategy that makes it more likely they will meet those goals.
Gebhart & Associates, Inc. services include:
Gebhart & Associates, Inc. provides financial and retirement planning as well as investment counseling services to small businesses, corporations, personal plans, charitable foundations and other commercial and non profit business institutions. The firm works closely with the business owner and the owner's existing business advisors, such as accountants, and pension administrators, to achieve overall financial objectives.
Retirement Plans & Employee Benefits(Including Insurance)