Kolbas Group, Inc.
 
Kolbas Group, Inc.
6151 Lake Osprey Drive
Suite 300
SarasotaFL 34240
Phone: 941-907-2172
Fax: 941-907-9883
Toll-Free: 888-647-4237
Contact Us

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRASIPC

Equestrians

For Our Current and Prospective Equestrian Clients

"There is something about the outside of a horse that is good for the inside of a man."

Winston Churchill

 

One of the things a horse owner/lover learns is that a regular routine and a consistent approach is the best way to establish, monitor and ultimately achieve the goals one has as a rider. Horses want to know when, where, what and how.

Developing a sound financial plan also requires that we establish certain routines, develop consistent approaches and monitor our progress to desired goals. As equestrians we have two families that need our love and support. One of those families lives with us in our home. The other family occupies the stable that sits on our property or near-by. Each of those families has needs and places demands on our cash flow. Developing a plan that provides us an opportunity to meet the needs of both of our families is critical in order that neither be neglected nor short-changed today or in the future.

As a horse lover and horse owner and as someone who spends a great deal of my time with other horse lovers and horse owners, I know and understand the demands in time and resources that must be faced. Assisting other equestrians in developing sound financial and life planning strategies is my passion.

Lydia J. Kolbas, CFP, CLU, ChFC

 

 

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