In the event of my death, you will have two choices. First, you may become a client of another advisor of your choosing – we can advise you on local options and suggest visiting plannersearch.org and XY Planning Network to find and evaluate other financial planners. Or, second, you may elect to Read more
It has become quicker and easier than it used to be – typically it just takes some paperwork that often can be completed electronically nowadays and it’s all complete within a week or two. Sometimes current investment providers require their own paperwork before transferring accounts, but we can help with Read more
Yes, I can. My firm is regulated by the Nebraska Department of Banking and Finance and I work with others across the US. We have often found virtual meetings, emails, and phone calls work just fine in serving others not local to central Nebraska.
We use Charles Schwab and Betterment to custody client accounts. We primarily use Schwab as they are generally a good fit for clients in or near retirement. Betterment is often a compelling solution for investors in the accumulation stage of their life.
All of the above, but I rely heavily on email as I find it one of the more efficient ways to stay in touch.
I often meet clients once or twice a year for review meetings which is driven by personal preference.
I do have Krystal and additional support people helping with general administration tasks, but I will serve as your advisor and primary contact. I do collaborate with other professionals (accountants, attorneys, etc.) as needed to help facilitate your financial plan.