WealthPLAN Partners in Kearney Nebraska is a financial planning and wealth management firm that specializes in helping mass affluent individuals prepare for and transition into retirement. Our financial advisors have a process to help you build, manage, protect, and transition your wealth. Jeremy Armagost and his team located in Kearney, Nebraska have a deep understanding of the financial services industry.
Jeremy is a Certified Financial Planner and has earned his Master's Degree in Financial Planning. He also earned the RICP(R) which is an advanced designation dealing with retirement income planning and the WMCP(R) which is a specialized designation dealing with advanced wealth management topics. Jeremy specializes in helping mass affluent individuals prepare for and transition into retirement.
Jeremy is a Certified Financial Planner and has earned his Master's Degree in Financial Planning. He also earned the RICP(R) which is an advanced designation dealing with retirement income planning and the WMCP(R) which is a specialized designation dealing with advanced wealth management topics. Jeremy specializes in helping mass affluent individuals prepare for and transition into retirement.
Services
Your financial life is complicated, how do you get organized and understand your current financial situation?. We used easily understandable software to help us organize and understand your current financial situation. We use industry-leading financial planning software provider eMoney to craft the best possible projections for your situation.
No plan unfolds as expexted. Constant updates are nessisary for estate planning, tax planning, investment management, insurance planning, and distribution/saving plans. We have a process to keep you on track. Although we don't enforce account minimums at this time the solutions and strategies we deploy tend to be more effective for clients that have investable assets in excess of $500,000.
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