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Why We Are Unique

Cheryl Ober is not your typical adviser. She adds a fresh perspective by planning for what matters most – to you.

She designs recommendations tailored to your specific situation. She wants you to understand your current financial situation and how her recommendations will help you achieve your goals. There are no minimum requirements for net worth, income or investment account balances. She believes that everyone should have access to good financial advice.

Here are some more reasons you may want to work with Cheryl Ober:

  • She is professional.
  • She has the credentials and experience needed to address all your retirement planning needs.
  • She is a fiduciary who always puts her clients’ interests first.
  • Cheryl designs recommendations tailored to your specific situation.
  • She is flexible working with you. She prefers to engage in long-term relationships but will also provide a one-time plan if that fits best.
  • She believes in continuing education and staying up-to-date on all things financial planning.
  • She has a passionate commitment to this profession.

Cheryl invites you to schedule a Get Acquainted meeting to find out if she is a good match for you. Please call us at 612-355-1275 or Contact Us to schedule an appointment. Start planning for what matters today!