Bob Graef knows that planning and managing your financial future is a personal process that involves more than just good investment advice. He works closely with his clients to help them discover and articulate what is most important to them, and to identify the core values that will guide them in creating the future they desire.
Bob takes a uniquely holistic approach to his work, priding himself on the highly personal process through which he guides each of his clients. As an advisor, his areas of expertise include the design and implementation of inspiring financial plans, post-divorce financial guidance, and comprehensive estate planning and wealth transfer solutions.