Welcome.
We look forward to assisting you
with your investment and insurance needs.

Our clients benefit from access to investments
beyond Stocks, Bonds & Annuities.
 

They also appreciate utilizing insurance 
in ways they didn’t realize were available.

Non-Traded Altnernative Investments
Tax Strategies
Kai-Zen / Leveraged Strategies
Traditional Investments
Business Planning
People Insurance

Let’s meet to explore how we can help you. 

RICHARD TOBAN
Advisor - ChfC, CLU

(206) 418-6658 talk / (301) 323-8767 talk & text
richard@ashirafinancial.com

Richard looks forward to assisting you, your family and your business with your investment and insurance needs. His clients appreciate that he can help them by integrating insurance strategies with traditional and non-traded alternative investments, plus various tax advantaged programs.

SHARON LERNER-TOBAN
Specializing in Medicare & Individual/Family Health Insurance

(206) 501-6723 / sharon@ashirafinancial.com

A mother with five children, and a child that was seriously ill, Sharon appreciates the importance of Health Insurance and understands the medical system.  Her clients appreciate her caring nature and professional guidance.