Our first priority is helping you plan for the financial future of you and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your vision for retirement. We rely on one on one interaction in developing long-term relationships that encourage open and honest communication that ultimately helps us design and implement a dynamic plan that follows you through all stages of life.
Years of experience and education have prepared us to guide you through your life transitions. Kurt Kechely was the beloved leader of the Kechely Wealth Management Team. His spirit lives on in the hearts of his daughters and employees as they continue his legacy at Kechely Wealth Management. We pride ourselves in building a comprehensive action plan working alongside attorneys and CPAs.
Years of experience and education have prepared us to guide you through your life transitions. Kurt Kechely was the beloved leader of the Kechely Wealth Management Team. His spirit lives on in the hearts of his daughters and employees as they continue his legacy at Kechely Wealth Management. We pride ourselves in building a comprehensive action plan working alongside attorneys and CPAs.
Services
Our reasons for becoming financial professionals are deeply personal. We are confident with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Our mission is to get to know you as our client and understand your needs, wants, and long-term goals. Our team can develop, implement, and monitor a strategy that's designed to address your family's personal situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
We are a fee based financial planning firm specializing in helping individuals develop a sound financial future. Whether you're in the accumulation phase or income distribution phase - please take the time to explore our website and the wealth of information we offer. We provide personalized, hands-on service.
WealthPlan Partners is our Registered Investment Advisory Firm located in Omaha, NE. Our partnership with WPP was formed in 2017 to enhance our ability to better serve our clientele. WPP enables us to have access to a certified financial analyst, third party money management, some of the best technology in the industry, and extensive financial resources and tools.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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