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
FEE-BASED MANAGEMENT
The financial planning process consists of the following six steps:
1. Establishing and defining the client-planner relationship.
We will clearly explain or document the services to be provided to you and define both ours and your responsibilities. We will explain fully how we will be paid and by whom. We work with you to agree on how long the professional relationship should last and on how decisions will be made.
2. Gathering client data, including goals.
We will ask for information about your financial situation. We will ask you to define your personal and financial goals, help us understand your time frame for results and discuss, if relevant, how you feel about risk. We will gather all the necessary documents before giving you the advice you need.
3. Analyzing and evaluating your financial status.
We will analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
4. Developing and presenting financial planning recommendations and alternatives.
We will offer financial planning recommendations that address your goals, based on the information you provide. We will go over the recommendations with you to help you understand them so that you can make informed decisions. We will also listen to your concerns and revise the recommendations as appropriate.
5. Implementing the financial planning recommendations.
We will work with you to agree on how the recommendations will be carried out. We may carry out the recommendations for you or serve as your "coach," coordinating the whole process with you and other professionals such as attorneys or accountants.
6. Monitoring the financial planning recommendations.
We will help monitor your progress towards your goals and will meet periodically to review your situation and adjust the recommendations, if needed, as your life changes.
The Financial Planning Process
"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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