Financial planner McFarlin & Brokke PC 14400 Branch St suite 501, Omaha, NE 68154
McFarlin & Brokke PC is a trusted financial planning firm located in Omaha, NE. Specializing in comprehensive financial advisory services, they are dedicated to helping clients navigate their financial goals with personalized strategies. Whether you need assistance with budgeting, retirement planning, or investment management, their experienced team is here to guide you. To learn more or to schedule a consultation, call them at (402) 341-9441 or visit their website at www.mcbrok.com.
Services Offered
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Risk Management and Insurance Analysis
How Engagements Work
At McFarlin & Brokke, client engagements begin with an initial consultation to understand your financial situation and goals. The team will then develop a tailored financial plan that aligns with your objectives. Regular reviews ensure that your plan remains on track and adapts to any changes in your circumstances.
What Documents to Bring
When meeting with a financial planner, it is helpful to bring the following documents:
- Income statements (pay stubs, tax returns)
- Investment account statements
- Retirement account statements
- Insurance policies
- Debt statements (mortgages, loans, credit cards)
Important Compliance Notes
McFarlin & Brokke PC adheres to all regulatory requirements and best practices in the financial planning industry, ensuring that your information is handled with the utmost confidentiality and professionalism.
FAQs
- What is the benefit of hiring a financial planner? A financial planner can provide expert guidance tailored to your specific financial situation, helping you achieve your financial goals more efficiently.
- How much does it cost to work with a financial planner? Costs can vary based on services provided and the complexity of your financial needs. McFarlin & Brokke will discuss fees during your initial consultation.
- What should I expect during my first meeting? During your first meeting, the planner will gather information about your financial situation and discuss your goals to begin crafting a personalized financial plan.
- How often should I meet with my financial planner? Regular meetings, typically once a year or more frequently if your situation changes, are recommended to keep your plan aligned with your goals.
- Can I manage my investments on my own? While self-management is possible, a financial planner can offer insights and strategies that may enhance your investment outcomes.
- What types of clients do you work with? McFarlin & Brokke works with individuals and families from various backgrounds, tailoring services to meet diverse financial situations.
- Do you provide tax planning services? Yes, tax planning is an integral part of the services offered at McFarlin & Brokke to optimize your financial situation.
- How do I start the process of financial planning? Simply contact McFarlin & Brokke to schedule your initial consultation, where they will guide you through the process.
Informational only — not legal, financial, or insurance advice.
Financial planner McFarlin & Brokke PC
14400 Branch St suite 501, Omaha, NE 68154
(402) 341-9441
http://www.mcbrok.com/
Rating 5.0 of 15 reviews
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