Robert John Ekhaml, CLU®, ChFC®, CASL®

Wealth Management Advisor

Welcome from Bob Ekhaml

"As a Wealth Management Advisor, I look first to understand your vision of the future. It says a lot about you. And like you, your vision is unique. So is my approach to helping you shape it and attain it. By matching your needs, I will do my best to help you protect and provide for those you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of service that I would expect for myself."

- Robert Ekhaml CLU®, ChFC®, CASL®

Whether you are planning for your family or your business…

Financial success doesn't happen by chance; it has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

Life’s complexities leave little room for "standard" approaches, so Bob uses a four-step approach in working with his clients: 1) Analyze and Identify the Issues, 2) Develop a Solution, 3) Implement the Solution and 4) Manage the Results.

As your Wealth Management Advisor, Bob Ekhaml will listen, clarify and help prioritize your goals and aspirations. Bob will develop a financial strategy designed to help you achieve your vision for the future, whether you are planning how to maximize your family's inheritance, accomplish your business transition goals, or build your legacy.

Guidance for Business Owners

If you own or operate a business, Bob Ekhaml recommends the following articles:

  • What's Key for Your Business?
  • Getting Down to Business
  • Preparing Your Business for Disaster
Business Markets Stratey map

With a focused expertise on the business owner, Bob Ekhaml can provide guidance for any stage of your business:

  • Starting Your Business
  • Growing Your Business
  • As Your Business Matures
  • Transferring Your Business

Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Retirement knot graphic

Bob works with his clients in every phase of retirement planning:

  • Saving for Retirement
  • Approaching Retirement
  • Living in Retirement

Bob Ekhaml and his team excel in serving pre and post retirees with wealth management and income optimization through a unique strategy designed to preserve and manage your wealth, protect against risk and provide you with predictable steady income for life.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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