FEE-ONLY FINANCIAL PLANNING 

HOURLY

PLANNING

INVESTMENT

MANAGEMENT

Contact us using the form below if you're interested in our Investment Management service.

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*A minimum of $300,000 of investable assets is required (401k is not eligible)

*Due to overwhelming demand, we are temporarily not taking new Hourly Planning inquiries.

Thank you, we will be in touch soon.

Request Our Referral List

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NEW CLIENTS

BOOK AN APPOINTMENT

If you live in Nebraska,

get our referral list here

We work with clients in most U.S. states. We can work with US Citizens who are living abroad and permanent residents in the US.

 

We are meeting with all clients virtually via Zoom.

CURRENT CLIENTS:

Schedule a Follow-Up Meeting