Fred Kobler is the president of United Tax Service, Inc., located in Shelby Township, Michigan. The United Tax Service office staff includes accountants, a CPA and a tax/real estate attorney.
A tax accountant for over 35 years, Fred has prepared more than 20,000 tax returns for individuals and businesses. He is familiar with state income tax laws in every state that has an income tax. Currently servicing over 1,400 clients across the country, he brings his extensive experience with both public (government and military) and private sector retirement plans and tax-planning knowledge to Oxford Financial.
Fred is an independent advisor (fiduciary) and has passed the Series 65 (Investment Advisor Registration) and Series 7 (General Securities Registration) securities exams, and he holds life insurance licenses in several states. Fred has published several tax and financial planning articles and stays abreast of current developments in order to better service his clients through creative financial strategies tailored to meet their individual needs.
He would be the first to tell you, “My clients come for the knowledge, not the suit.” Fred views investments from his tax-planning-experience vantage point and believes firmly, “It’s not just about what you make, it’s about what you keep.”
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