Products & Services

At Smith Gatschet & Kobrin Financial Group, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Real Estate Investments Trusts
  • Oil and Gas Partnerships
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Alternative Investments
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Fixed Annuities
  • Pension Accounts

Financial Calculators

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disablility Income
  • Life Insurance
  • Long Term Care

Tax Planning

  • Tax Saving Strategies

If you would like to know more about our Products & Services, please contact us at:

Smith Gatschet & Kobrin Financial Group
4750 Quail Lakes Drive, Suite B
Stockton, CA95207
Phone: 209-474-1602
Fax: 209-474-8760
Toll Free: 888.474.1602
Email: Charles.smith@natplan.com