Rob Ziebart

Background

About Rob Ziebart

Rob Ziebart is a highly experienced wealth planning expert and retirement income strategist with a deep knowledge of the real estate markets. After overseeing the financing of more than 7500 real estate transactions over the past 23 years, Rob has analyzed, approved, or denied the financials and credit of an array of complex situations. This specific experience gives a unique advantage when guiding his clients to truly understand what can and can’t be done, and what strategies are proven to be most successful, often times the most powerful of which go against conventional wisdom. Rob is also a subject matter expert in tax-free income planning, using the power of indexing, and the strategic and responsible use of home equity to leverage greater amounts of wealth over time, while maintaining the greatest amount of liquidity, use, and control of capital. In addition to his expertise in real estate and lending, Rob is also very well-versed in “advanced markets” working with affluent families and businesses to create customized estate, tax, succession, and legacy gifting plans. He has a proven track record of designing powerful strategies that result in minimizing retirement risks, while maximizing overall assets, income, and legacy goals. Rob’s clients benefit from his comprehensive and holistic approach to wealth planning, not only during the accumulation phase (working years), but also the distribution phase (retirement years), both that require a completely different approach. He works closely with each client to develop a customized plan to help them meet their unique needs and goals, while taking into account their risk tolerance, time horizon, and overall financial situation. If you’re looking for a trusted advisor to help you navigate the complex world of wealth planning and retirement income, look no further than Rob Ziebart. With his client for life approach and commitment to excellence, Rob can help you create and achieve your short and long term financial goals, and secure the most prosperous future for yourself and your family.