Brett Burchett, CFP - FP Wealth Management

Brett Burchett, CFP - FP Wealth Management Wealth advisor focusing on retirement income planning, tax planning, and estate planning.

Over the past year, I've had the privilege of learning and training with Kingdom Advisors - an organization that partner...
07/21/2024

Over the past year, I've had the privilege of learning and training with Kingdom Advisors - an organization that partners with financial advisors to explore the intersection of faith and finance. This month, I successfully completed all of my training and tests to obtain my Certified Kingdom Advisor (CKA®) designation.

This certification is particularly special to me. In a year of trial and loss, it has encouraged me to stay disciplined in my faith and focus on God's goodness, faithfulness, and never-failing nature.

I'm excited to continue adding value to our clients with this specialized focus and training! https://kingdomadvisors.com/cka/brettburchett

Our group at FP Wealth Management is still looking for a Receptionist to join our team! If you or someone you know works...
06/13/2024

Our group at FP Wealth Management is still looking for a Receptionist to join our team! If you or someone you know works in a similar role, looking to re-enter the workforce, or hoping to change industries - we’d love to have a conversation!

Father's Day is here! It's a special day to celebrate and honor the fathers and father figures in our lives. Show your a...
06/18/2023

Father's Day is here! It's a special day to celebrate and honor the fathers and father figures in our lives. Show your appreciation with a heartfelt gesture or a thoughtful gift to make their day extra memorable.

I had a great time presenting at UNO for the Personal Finance Institute! Thanks, Nebraska Council on Economic Education ...
06/15/2023

I had a great time presenting at UNO for the Personal Finance Institute! Thanks, Nebraska Council on Economic Education for having me again!

Volunteering with Junior Achievement of Lincoln is one of my favorite things to do every year. Check them out if you are...
06/29/2022

Volunteering with Junior Achievement of Lincoln is one of my favorite things to do every year. Check them out if you are interested in serving students around Lincoln!

The highest honor given to a Junior Achievement volunteer is the Gold Apple. The Gold Apple means that this specific volunteer has volunteered in over 20, yes 20, JA classrooms!!! Below is a list of the people in the Gold Apple Society as of 2022. Thank you for volunteering with us, we love working with people who want to help others and make the world a better place. We are so grateful for all your hard work and dedication, it makes a big difference in the lives of many.

Charlene Rohl- Farm Bureau Financial Services
Russ Sebek/ First Interstate Bank
Daniel Senft/ Fiserv
Bradley Biesheuvel/ Q2
Greg Joyce/ Legacy Retirement Communities
Jay Stoa/ Lincoln Electric System (LES)
Nancy Paasch/ Sandhills Global
David Borcherding/ Southeast Community College
Andy Van Horn/ Andy Van Horn - State Farm Agent
Brett Burchett, CFP, AIF, CPFA - Financial Planner
Diane Temme/ TMCO Inc

Self-employed individuals: the IRS is raising the mileage rate to $0.625 per mile due to the increase in gas prices. Thi...
06/12/2022

Self-employed individuals: the IRS is raising the mileage rate to $0.625 per mile due to the increase in gas prices. This will take effect on July 1, 2022.

IR-2022-124, June 9, 2022 — The Internal Revenue Service today announced an increase in the optional standard mileage rate for the final 6 months of 2022. Taxpayers may use the optional standard mileage rates to calculate the deductible costs of operating an automobile for business and certain oth...

Another certification under my belt. This one is specifically designed to show experience and focus with retirement plan...
06/12/2022

Another certification under my belt. This one is specifically designed to show experience and focus with retirement plans, and helping business owners/companies stay compliant with their fiduciary duty for their 401(k)/retirement plan. Yet another way to show more care and experience for our clients. FP Wealth Management now has a team of 3 CPFAs and are always looking to expand our retirement plan services throughout Nebraska.

The COLA increase for 2023 is projected to be the biggest ever, with an advocacy group working to get an 8.6% increase 💰...
05/19/2022

The COLA increase for 2023 is projected to be the biggest ever, with an advocacy group working to get an 8.6% increase 💰. CBS News has the story:

Seniors are struggling after a cost-of-living adjustment last year failed to keep up with surging inflation.

This past year I’ve been preparing diligently for my CFP® exam to take the next step in my financial planning career. As...
04/27/2022

This past year I’ve been preparing diligently for my CFP® exam to take the next step in my financial planning career. As of today, I was notified that I have passed the exam and can now hold myself as a CFP® professional. This is the peak credential of the financial planning industry, and I am beyond excited to have attained all of the qualifications. God is so good and faithful, and has blessed me with a wonderful wife, friends, and coworkers to support me along the way. Excited to also continue doing great things for my amazing clients with this extra level of care and knowledge.

Address

5944 Vandervoort Drive
Lincoln, NE
68516

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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