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
In some investment firms, commissions are accepted by the investment manager for sales of particular products, making it problematic to obtain reliable, unbiased service. In contrast, FALCO Financial Services, Inc. provides fee-based portfolio management services. Our fees are based on assets under management, not on how many trades we make.
As a fee-based advisor, we derive our income from one advisory fee-a sliding scale percentage-based on the size of your managed account. We collect this fee on a quarterly basis.
You have worked hard to achieve your present level of wealth. Your portfolio deserves responsible, professional, disciplined management. You could devote long hours to handling the task yourself, or you could place your trust in FALCO Financial Services, Inc. We manage funds through Schwab Institutional Brokerage Services. Our mission is to provide our clients with financial planning and investment management so they and their families can reach their financial goals.
Once each client's situation and future goals are analyzed, we will customize an Investment Policy Statement specific to your level of risk tolerance. Once investments are placed, we carefully monitor the markets on a daily basis and make adjustments to try to maximize the client's portfolio performance-without engaging in market-timing strategies. Every month Schwab provides easy to follow statements that summarize all stock, bond, and mutual fund positions in your accounts. Confirmations are also sent on all executed trades.
Fee-Based Management
201 Main Street, P.O. Box 447
Chadron, NE 69337
Phone: (308) 432-4465
Fax: (308) 432-3218
Email: fred@falco-financial.com
"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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