1110 Circle Drive, Suite 300
Scottsbluff, NE 69361-2781
Tel: (888) 301-1003
Fax: (308) 632-2120
Email: fred@falco-financial.com
1004 N. Diers Avenue, Suite 214
Grand Island, NE. 68801
Tel: (308) 382-3986
Fax: (308) 382-8891
Email: fred@falco-financial.com
201 Main Street, P.O. Box 447
Chadron, NE 69337
Phone: (308) 432-4465
Fax: (308) 432-3218
Email: fred@falco-financial.com
- Your Financial Profile…A Blueprint to Financial Success. This financial plan provides you with a snapshot of your financial standing at a certain point in time. It also will take into account your individual "temperament" – how you feel about your money, and the special needs, concerns and desires you have about your money and your future. Your Financial Plan teaches you what you need to know to manage your finances successfully. We’ll cover:
1. Cash Management
2. Tax Planning
3. Retirement Planning
4. Investment Profile
5. Risk Management
6. Estate Planning
- Free Telephone Support. For our Financial Planning clients, answers to their questions are never more than a free telephone call away. Whether you need specific help with your Financial Plan or just want information on any other financial concerns, give us a call.
- Free access to our quarterly newsletter and other articles, all offered on-line through our website, where you’ll learn valuable information about your finances and other information relative to you and your family’s needs.
- Free announcements of dates, times and topics for future educational seminars available in your area.
- Free initial consultations for referrals.
- Free two-hour consultation during the difficult days after the death of a loved one. During this meeting, we’ll be available to help guide you through the essential steps you’ll need to undertake in the administration of your finances.
- Free referral source to other professional advisors.
Here are some of the benefits you’ll enjoy when working with our firm:
- Professional Investment Management. Falco Financial Services, Inc. embraces an academic approach to managing your money, which is based on Modern Portfolio Theory (MPT). MPT explores how risk-adverse investors construct portfolios in order to optimize market risk against expected returns. The Theory quantifies the benefits of diversification, and provides the foundation upon which we manage your money. Portfolio management services are provided on a fee basis, so you pay no transaction fees or commission charges. Rather, as a fee-based advisor, we derive our income from one advisory fee - based on the size of your managed account.
Advantages of Working With Falco Financial Services
"THIS COMMUNICATION IS STRICTLY INTENDED FOR INDIVIDUALS RESIDING IN THE STATES OF COLORADO, WYOMING AND NEBRASKA. NO OFFERS MAY BE MADE OR ACCEPTED FROM ANY RESIDENT OUTSIDE THE SPECIFIC STATES REFERENCED."
Securities offered through Purshe Kaplan Sterling Investments, memver FINRA/SIPC, Headquatered at 18 Corporate Woods Blvd, Albany, NY 12211. NOT FDIC INSURED, NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BYA NY STATE OR FEDERAL AGENCY.
Life insurance and annuities are underwritten by United of Omaha Life Insurance Company. Financial Planning Services offered through FALCO Financial Services, Inc., Registered Investment Advisor.
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