As a CERTIFIED FINANCIAL PLANNER™ Professional, I believe gaining an understanding of your entire financial picture is essential to provide a comprehensive financial strategy. I help clients with strategies designed to:
•Accumulate & Preserve Wealth
•Mitigate Taxes
•Generate Income During Retirement
•Plan for Charitable Giving
If you would like a review your your current financial situation, a
nd find out more about:
•Retirement planning/wealth accumulation
•College Planning
•Charitable Planning
•Estate Planning/Wealth Transfer
•Insurance & Risk Reduction
You can give me a call at 402-873-7477, or send an email: [email protected]. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm CenterPoint Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements