Financial Advisors in Plattsmouth, Nebraska (Cass County)

Andrew Hunt, CFP, MBA
Hiley Hunt Wealth Management (HHWM) is a fee-only investment advisory firm located in Omaha, Nebraska. HHWM provides comprehensive investment and financial planning services for individuals and families.
HHWM focuses on working with Women in Transition and Family Stewards who understand and appreciate the benefits of the planning process.
Services: Financial Planning Investment Management Resource coordination with other advisors... See More

William Callahan, CFA, CFP
Callahan Financial Planning Company is an Omaha, Nebraska-based registered investment adviser that provides individuals, businesses and institutions financial planning and investment management services. Our service fees are based on the type of work being performed. Financial planning is generally billed by the hour, with the average financial plan requiring 15-30 hours of time to complete. Investment management services are generally billed as a flat percentage of an investment portfolio and depend on the size of the client's total portfolio, but some clients may instead choose to pay for such services on an hourly basis as well. As a leading Fee-Only provider of financial advice in the Omaha area and across the state of Nebraska, Callahan Financial Planning provides assistance with:

Preparing for Retirement Individual Retirement Accounts Company Retirement Plans (including 401(k), 403(b) and pension benefits) Company Stock and Options Social Security Planning

Managing Wealth Investment Management and Research Risk Management and Hedging Tax Planning and Monitoring Estate and Legacy Planning Charitable Giving Expense Planning (including real estate, college and other significant events)

Building a Solid Foundation Better Budgeting Paying Off Debt Saving and Investing for the Future... See More

Michael Karstens, AIFA, BS, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);
Karstens Investment Counsel (KIC) was established in 1993 and is a fee-only investment advisory firm. We strive to provide our clients with comprehensive expert advice, to uphold the highest standards of fiduciary care, and to deliver unparalleled personal service.
Our founder and president, Mike Karstens, built our firm to focus on two main areas: wealth management and retirement plan services. We are committed to meeting the unique needs of high-net-worth individuals and are well-qualified to serve you. For every client we accept, our goal is to form a long-term relationship built on the utmost professional ethics, trust, and service.... See More

Callahan Financial Planning is an independent financial planning and investment management firm. Because they are not owned by or affiliated with any bank, brokerage or insurance company, they are able to offer conflict-free advice that is based solely on what is best for their clients. By providing advice via hourly and investment advisory fees only, the Callahan Financial Planning team can steer clear of the ethical conflicts of interest that arise from traditional, commission-based financial advice.

Mr. Callahan and the Callahan Financial Planning team are experts in building strong retirement plans, investment portfolios and more for a variety of risks and outcomes. Those interested in learning more about their services can visit www.callahanfp.com or call .... See More

Matt Buckwalter, CFP, MS
MJB Financial Planning, LLC has been providing fee-only financial planning in Lincoln and Omaha, Nebraska since 2006. Our clients are busy professionals and near retirees seeking independent and professional advice.
We are organized in a way that aligns our services with our clients' best interest. Our method of compensation, independence, and the personalized nature of our advice are complemented by a strong professional background. All that remains is to decide whether we work well together as a team. We invite you to explore how a working relationship with us might work for you!
... See More