Strebel & Strebel

Welcome to our firm, a local and independent entity that has made a name for itself in the provision of financial services. We are a team of experienced professionals with a shared commitment to ensuring that you, your family, and your business are financially protected. Our expertise spans a wide range of financial services, and we are dedicated to serving as your steadfast advocates in building and navigating successful financial futures.

Financial Services

As a comprehensive financial services provider, we offer an array of services tailored to meet your unique needs, goals, and dreams. Our offerings include:

Comprehensive Financial Planning

We believe that strategic financial decisions should take into account various aspects of your life. By considering your needs, goals, dreams, and opportunities, we create bespoke solutions designed to deliver optimal outcomes. Our team of specialists collaborates to ensure that no stone is left unturned in our pursuit of creating comprehensive and unique solutions.

Insurance and Asset Protection/Risk Management

The bedrock of financial security rests on a solid insurance program. Our in-house expertise in life, disability, and long-term care insurance provides much-needed protection, allowing you to rest easy. Even if you believe your health or lifestyle makes insurance unattainable, you might be surprised by who qualifies these days. Moreover, our independence permits us the freedom to find the most suitable product for you.

Investment & Wealth Management

Our wealth management services prioritize aligning your investments with your time horizon, risk tolerance, and values. We determine the ideal mix of features, benefits, and costs that complement your portfolio objectives and make necessary adjustments as you transition through different life stages. Our success hinges on your success, and we eagerly anticipate helping you achieve your goals.

Accounting & CPA Services

Individual and Business Tax and Accounting Services

Our highly skilled CPAs and accounting staff offer a plethora of tax-preparation and planning services. We work closely with our clients year-round to pinpoint effective tax planning strategies for retirement, charitable giving, education funding, real estate transactions, and more. Our unwavering commitment is to provide clients with the highest level of service.

Business Benefits & Consulting

Our expertise extends to business benefits consulting, enabling us to help businesses of all types and sizes optimize their employee benefits programs. We collaborate with you to design and implement competitive benefits packages that not only attract and retain top talent but also align with your company's objectives and culture.

Business and Money Coaching

Our business and money coaching services empower business owners and leaders to enhance their financial literacy, develop sound financial habits, and make informed decisions. Our coaching covers various topics, including budgeting, cash flow management, debt reduction, and long-term financial planning.

Employer Sponsored Retirement Plan Management

We specialize in managing employer-sponsored retirement plans, such as 401(k)s and 403(b)s. Our approach includes conducting thorough investment analyses, providing fiduciary guidance, and offering participant education and support. Our goal is to help businesses establish and maintain retirement plans that empower employees to achieve their financial goals.