What information do I need to gather for my first meeting?

What information do I need to gather for my first meeting?

Posted: October 10th, 2013 | Author: | Filed under: |

Prior to your meeting, you will receive an appointment kit that outlines what information is needed for your meeting, including a list of requested documents and information and a personal information questionnaire. Please be sure to complete the personal questionnaire and gather the requested information to review in your first appointment.

If you have scheduled your appointment but have not yet received this information, please contact us and we’d be happy to ensure you promptly have everything you need to prepare for your appointment. To schedule your first appointment with a financial planner, get started here.


What can I expect from an introductory meeting?

Posted: October 10th, 2013 | Author: | Filed under: |

In your meeting, you can expect to learn more about our firm, our process and discuss your current situation, concerns and goals. This meeting, held with a Certified Financial Planner™ professional, generally lasts 90 – 120 minutes. You will also discuss any estimated costs associated with your desired investment advice and/or financial planning services.


Where are you located?

Posted: September 27th, 2013 | Author: | Filed under: |

Our offices are located in Omaha, Nebraska – at Midtown Crossing at Turner Park. Adjacent to the development are the headquarters of Mutual of Omaha, Berkshire Hathaway, and Kiewit.

We are also one mile from downtown Omaha. We’re located just west of I-480 (Harney Street / Dodge Street Exit) near Farnam and 31st streets.

3157 Farnam Street Suite 7111, Omaha, NE 68131
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