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Personal Financial Planning

What type of person should be your Financial Planner?

Take time to think about the question.   

The instruction of many well-meaning advisors is often fair at best.  At worst, it leads people to take investment actions they later regret. 

It's not enough to hire a financial advisor who will take the time to thoroughly investigate your life situation, your assets, your goals.  It's not enough to find an advisor who works hard to remain up-to-date on the ever-changing investment market.

By all means - YES they should find someone with the aforementioned qualifications.

What people never think to look for in finding a financial advisor - is this... ALSO select someone who is highly knowledgeable in current tax law!

It's often not until tax season, when clients come to us that they learn that the investment move their advisor led them to make didn't take into account how the tax implications would negatively affect the outcome.

With two of our CPAs on staff who are also licensed financial advisors, you can rest assured, we've got you covered.   

There are significant benefits to having your CPA directly involved with your wealth management. 

We are here to help.  If you would like to find out more about what we can do for you, please reach out to us at 402.341.9441.

We will be happy to speak with you, and help you get further along in creating financial freedom. 

We help you...

  • Save enough for a comfortable retirement by knowing your financial situation, identifying your retirement needs, analyzing your assets, noting sources of retirement income, considering estimated shortfalls, and identifying the best ways to save for retirement.

  • Pay for your child's college education by accurately estimating the money you'll need, analyzing your assets, reviewing estimated shortfalls, considering strategies, and developing an optimal savings plan given your financial situation.

  • Protect your family in case of you become disabled by analyzing life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

  • Achieve your investment goals by identifying the steps needed to maximize your investment returns and minimize your risk. We guide you in evaluating and increasing the predictability of your investment returns.

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. We help you minimize the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We help you stay in control of your affairs with a road map for passing your estate on to your heirs.

A financial plan is valuable when it is implemented. Start to attain financial freedom. Request a consultation below.

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