Planning
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3–5 minutesread
Introducing Flat Fee 360
One Relationship. One Strategy. One Annual Flat Fee. Financial decisions rarely happen in isolation. A business…
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4–6 minutesread
OBFI Selects RightCapital for Financial Planning
Turning Goals Into Action When most people hear the words financial plan, they picture a thick…
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1–2 minutesread
OBFI is proud to be a member of XYPN (XY Planning Network)
Oberdorfer Financial is proud to be a member of XY Planning Network (XYPN), a national network…
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4–6 minutesread
In the Arena with Chris and Taylor: Their Journey to Clarity
Knowing where you stand, helps you decide feel oriented and can create energy to pursue your…
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3–5 minutesread
Why Your Advisor Should Have Your Past Tax Returns Too
Past tax returns give your Arena Investor Advisor important understanding and insight to better serve you…
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1–2 minutesread
How Well-Built Financial Plans Pave the Way for Financial Independence
Financial Independence is tough if you just cobble it together. Instead, use a thorough check-list style…
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3–4 minutesread
Add Financial Advice to Aid Your New Year’s Resolution
Executable plans, decision making guidance, an accountability teammate, and your path to Financial Independence matter.
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4–6 minutesread
Understanding Financial Planning
Pay off debt, save for upcoming life events, and invest so your money can work for…
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3–4 minutesread
Understanding Total Term
This is how you know if you can retire – understand how it’s calculated so you…
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2–4 minutesread
Understanding Equity Rate
Are you over-exposed or under-exposed to equities and market volatility – get an assessment so you…