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
  1. Don't set measurable financial goals.
  2. Make a financial decision without understanding its effect on other financial issues.
  3. Confuse financial planning with investing.
  4. Neglect to re-evaluate their financial plan periodically.
  5. Think that financial planning is only for the wealthy.
  6. Think that financial planning is for when they get older.
  7. Think that financial planning is the same as retirement planning.
  8. Wait until a money crisis to begin financial planning.
  9. Expect unrealistic returns on investments.
  10. Think that using a financial planner means losing control.
  11. Believe that financial planning is primarily tax planning.

Source: CFP Board Licensee Survey
Common Mistakes Consumers Make When Approaching Financial Planning
201 Main Street, P.O. Box 447
Chadron, NE 69337
Phone: (308) 432-4465
Fax: (308) 432-3218
Email: fred@falco-financial.com
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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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