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WSJ Your Money Matters
Enjoy listening to insights from The Wall Street Journal on global market news, the economy and personal finance. Your Money Matters podcast takes you from Wall Street to Main Street to your street.
  • Enjoy listening to insights from The Wall Street Journal on global market news, the economy and personal finance. Your Money Matters podcast takes you from Wall Street to Main Street to your street.
Gebhart & Associates, Inc. PDF Print E-mail

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:

  • Wealth Management
  • Tax Planning
  • Investment Analysis & Planning
  • Insurance Evaluation
  • Estate Planning
  • And more. See all services

 

Business/Business Owners

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)
  • Determining best suited plans
  • Deciding between qualified plans (including 401k) and non-qualified plans
  • Designing executive and key employee compensation
  • Evaluating adequacy and cost-effectiveness of current plans
  • Analyzing Plan Investments
  • Conducting personal financial planning seminars for employees