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May 21, 2012 @ 09:27 AM

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Boyer&Cobert Financial Group

Nathan Cobert, Blair Martin, Richard Boyer and the office staff


Phone:  Richard Boyer - 415-461-4143
              Nathan Cobert - 415-479-1777

Welcome to the website of Boyer & Cobert Financial Group.  We provide financial security for our clients through Retirement planning,executive benefits, investment management, business continuation and estate planning services.

Our objective is achieved through reviewing, analzying and designing the most competitive and cost effective financial strategies in today's market, working in conjunction with our clients' other advisors. Our commitment evolves from the creative design and implementation process to continual client support.

We are dedicated to the time, thought, experience and communication which enable us to give an exceptional degree of client service.

Richard is a principal in Boyer & Cobert Financial Group and has been practicing in the areas of insurance and financial services in Marin County, CA since 1974. He has experience in business succession, retirement and strategic estate planning*. He also assists clients in accumulating, protecting and preserving their assets. He is affiliated with AXA Advisors LLC and is a member of the Sterling Group of AXA.

Nathan Cobert is a CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant who is based in San Rafael, CA.  As a principal of Boyer & Cobert,  Nathan focuses his business on financial planning** and overseeing investment asset accounts. He and his team analyze prospective clients' existing holdings and develop recommended portfolios. Regular meetings are held to analyze the performance of the accounts and to review any recommended chages. Through our broker/dealer AXA Advisors, we can offer non-fee-based and fee-based asset management programs. We develop portfolios with proper Asset Allocation strategies custom designed to our clients' situation and objectives, provide ongoing portfolio analysis and oversight and coordinate that portfolio with the retirement plan.

 

*Funded through the use of life insurance.
**Financial Plans are offered through AXA Advisors.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.

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