Will you outlive your money? We specialize in helping people build and preserve assets for meeting the challenges of retirement. We will build a customized plan for you to meet your retirement goals. Working with an independent financial advisor you have the freedom to choose from a broad array of financial services and investment options allowing us
Kristen Eldridge-Sharkey —
Positive: Value
Bob is an amazing, heartfelt guy who gave me a wonderful hour of advice on how to invest my money wisely
Our President, Lee Grossman, is a CERTIFIED FINANCIAL PLANNER practitioner and an Investment Advisor Representative of Woodbury Financial. To become a CERTIFIED FINANCIAL PLANNER professional, Lee took extensive courses for several years and passed six examinations covering investments, taxes and estate planning.
Lee is also a Chartered Life Underwriter
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Financial advisors in Lincoln, NE