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Complete Financial Plan

This is a flat fee service that is independent of managing your assets

  • 10 hours
  • Minimum $2000
  • South 56th Street

Service Description

You want a second opinion or maybe you are looking for an advisor to manage your assets. This is the service for you. You will see what we do and be able to understand if you feel comfortable with our firm to manage your assets or just provide that independent service. Utilizing the EIEIO Financial Planning Method, we will get to know you, your goals and objectives, your concerns, and your hopes and dreams. While defining who you trust, we hope to get to know your family and your goals for them as well as we put together a full financial plan for you. This includes several meetings and the implementation of your plan.

Contact Details

  • 6355 South 56th Street, Lincoln, NE, USA


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