Our priority is you. We want to sit down and get to know what is important to you and help make sure it is taken care of. We understand the financial world full of twist and turns with new and challenging problems. Our goal is to foster long-term relationships which encourage open and honest communication for us to help you navigate that world.
Using the smart money philosophy, we want to help you generate a living map that is geared to your individual dreams, goals, and risk tolerance so we have smart places to choose from when funds are needed. We understand the one size fits all model is not for everyone as your situation is distinctly different from anyone else.
Using the smart money philosophy, we want to help you generate a living map that is geared to your individual dreams, goals, and risk tolerance so we have smart places to choose from when funds are needed. We understand the one size fits all model is not for everyone as your situation is distinctly different from anyone else.
Services
To walk alongside you as strategic partners, to help you navigate your way through the maze that is our complex financial world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Terry has lived in Holdrege, NE since 1987 when he began working as a financial advisor with the late Harry Dahlstrom, who established the business in 1956. After Mr. Dahlstrom's retirement in 1999, Terry has continued to strive for the same values and ethics that were instilled in the practice by Mr. Dahlstrom.
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
If there's one thing certain about life - it's the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you've covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Many individuals confuse financial planning with general savings and investing advice.
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