Looking for a financial advisor near you? If you live in Northeast Nebraska, including Wayne, Norfolk, Pilger, Wisner or West Point, give me a call. If working with a local financial advisor is not important to you, or if you prefer virtual meetings, call or email me to meet over the phone or online.
When we meet there’ll be no sales pitch, no pressure. Let me get to know you. Who and what is important to you? Please bring any questions, investment statements, or insurance and estate planning documents that you feel deserve immediate attention.
I’ll be transparent as to the costs of my financial advice, investments, and insurance options.
Then you can decide if I’m the right financial advisor for you.
After addressing your most pressing financial planning concerns, we’ll stay in touch. We’ll meet when, where and how you want, based on your preferences and financial needs.