$105T
Wealth Transferring by 2045
83%
Women face inheritance challenges
$40T
Interspousal Transfers Coming
40%
Partners do not have a wealth transfer plan
First Job Out of College
Student loans, your first 401(k), budgeting on a real salary—it's exciting and overwhelming. I help you build smart money habits from day one so you start your career ahead of the game.
Career Transitions
Whether you're negotiating a raise, switching industries, or launching your own thing—I help you make career moves that align with your financial goals, not just your resume.
Buying a Home
Your biggest purchase deserves more than a mortgage calculator. I help you understand what you can truly afford, optimize your down payment strategy, and protect your investment long-term.
Financial Strategy for Women Leading Businesses and Careers
Women who lead businesses, teams, and organizations deserve financial planning that reflects the complexity of their lives. Audree delivers personalized support for cash flow planning, wealth strategy, retirement preparation, and business-aligned financial decisions.
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
Client Stories
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
Client Stories
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
Client Stories
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
Client Stories
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
Client Stories
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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.”
Let's Connect!
For any inquiries or to schedule a consultation with Audree Bobinger, feel free to reach out to us here, or on socials! We are here to assist you in achieving your financial goals.