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
Our financial planning services teach people what they need to know to manage their finances successfully. We’ll cover:
Risk Management – How to be ready if financial disaster strikes. We’ll offer tips on how to save when buying insurance – from life to health, disability to liability – so that participants will know the coverage they need without paying for extras they can’t use.
Cash Management – How to keep the cash flowing and cut the debt. We’ll take the mystery out of money management. Help everyone learn the basics of setting aside something for a rainy day, while paying the bills now.
Investment Planning – Stocks, bonds, mutual funds, and more. How much should go where? This section will address many common concerns. Minimizing risk and maximizing returns. Diversifying for growth and income. Our clients will learn the best options for their needs, goals, and risk tolerance.
Tax Planning – Keeping more of your earnings from investments, business or wages. Often it’s key to true wealth. We’ll show some of the little-known ways to defer or even eliminate taxes.
Retirement Planning – Building a nest egg for the golden years. It’s a dream that many people never reach, but it’s attainable if you know how. Our clients will learn sound ideas for achieving a comfortable and secure retirement and the secrets of planning how much Social Security they can really count on.
Estate Planning – Avoiding probate, preserving assets, lowering taxes. Do you need a will, trust or property protection? Even people with modest incomes can wind up with estate "problems." The key to avoiding them is effective estate planning techniques and preparation. Our Financial Profile will help you do that and more.
Your Financial Profile
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.
Website Services by Hale Multimedia