I am a Life & Health Insurance licensed agent with Symmetry Financial Group, a privately owned insurance and retirement planning company. They offer a variety of insurance solutions including mortgage protection, disability, safe money retirement vehicles, term life and more. With access to over 30 of the top A Rated insurance carriers in the country, I can help you create a customized program to fit your budget and your needs.
Insurance Broker and Debt Free Life Specialist
As an Investment Advisor Representative with my Series 65 License, I specialize in helping individuals, families, and business owners build long-term financial security with risk-conscious investment strategies and holistic financial & estate planning. Let’s break through the complexity of financial advisement, together!
Independent Financial Advisor
Through Financial Coaching my goal is to break down budgeting, saving, credit, and investing and a variety of other topics into practical steps anyone can follow. My goal is to make financial education accessible, empowering viewers to feel confident in their financial decisions—whether they’re just starting out or working to reset their money mindset. I believe financial wellness should be simple, relatable, and achievable for everyone. Let’s build financial freedom one step at a time.
Financial Literacy Coach
Client Stories
Working with Audree has been an invaluable part of my retirement planning journey. Her knowledge, clear communication, and personalized approach helped me feel confident and well-prepared for the next chapter of life. She took the time to understand my goals and crafted a plan that aligned with both my financial needs and personal aspirations.
Esmeralda Dates
Client
I had a great experience working with Audree. She helped me with an Indexed Universal Life policy and a pension product. She is knowledgeable, patient, and genuinely interested in finding the best life insurance solution for my needs. She explained everything clearly, never pressured me, and made the whole process smooth and stress-free. I truly felt like I was in good hands. Highly recommend if you’re looking for someone you can trust!
Clark Menefee
Client
Audree Bobinger was instrumental in crafting a tailored financial plan to secure our retirement. Her in-depth knowledge of financial strategies was apparent as she was able to simplify the many complex options, ensuring we felt confident in our choices. Audree's trustworthiness and genuine care for our family's future made the process seamless and reassuring. We wholeheartedly give her five stars for her professionalism and dedication!
Shelly Prather
Client
As a colleague, I can attest to Audree’s outstanding professionalism and expertise in insurance, annuities, and financial planning. Her deep knowledge of the latest financial products allows her to craft tailored solutions for clients. She explains complex concepts clearly, always adheres to fiduciary standards, and stays updated on the current regulatory environment. Her collaborative and ethical approach, along with her mentorship, make her a respected leader among her peers.
Ted Lick
Trusted Colleague
Working with Audree Bobinger in the life insurance field has been a true privilege. Her deep knowledge, professionalism, and genuine care for clients is consistently making a strong impact. Whether handling complex cases or supporting the team, she brings clarity, confidence, and commitment to everything she does. A valuable asset to any organization.
Gary Hendricks
Trusted Colleague
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Shared Experience
“I’ve been where you are—transitioning from military structure to solo-owner hustle. I get it.”
Proven Builder
“I’ve launched two successful agencies from scratch. Let me show you what really works.”
Fiduciary First
“As a Series 65 licensee, I’m legally bound to put your goals ahead of my fees.”
Contact Us Today
For any inquiries or to schedule a consultation with Audree Bobinger, feel free to reach out to us. We are here to assist you in achieving your financial goals.