Getting off welfare or into Debt Lincoln NE

Financial goal-setting and a good spending plan will help a former welfare recipient avoid falling into fresh financial trouble.

Mr. Robert J Rossi, CFP®
(402) 489-9375
211 S 84th St Ste 110
Lincoln, NE
Firm
Rossi Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Ms. Phyllis E. Webb, CFP®
(402) 484-7526
1001 S 70th St
Lincoln, NE
Firm
Waddell & Reed, Inc.
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Long-Term Care

Data Provided by:
Nathan M Rink, CFP®
(402) 484-7526
1001 S 70th St
Lincoln, NE
Firm
Waddell & Reed

Data Provided by:
Mr. Curt R Levalley, CFP®
(402) 434-4196
1248 O Street
Lincoln, NE
Firm
Wells Fargo

Data Provided by:
Dale E. Roehrs, CFP®
(402) 466-3400
6940 O St
Lincoln, NE
Firm
Executive Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Aaron W. Petersan, CFP®
(402) 474-2400
1248 O St, Suite 1100
Lincoln, NE
Firm
Morgan Stanley Smith Barney

Data Provided by:
Andrew J. Benton Ii, CFP®
(402) 465-3810
6940 O St Ste 400
Lincoln, NE
Firm
RBC Wealth Management®
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mr. Aaron Philip Sipherd, CFP®
(402) 488-5656
8055 O Street
Lincoln, NE
Firm
Sipherd Wealth Management LLC
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Data Provided by:
Mr. Daniel B. Lovercheck, CFP®
(402) 483-7800
6710 L St
Lincoln, NE
Firm
Lovercheck Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

Average Income: $50,001 - $100,000



Data Provided by:
Mr. Matthew R. Kleager, CFP®
(402) 476-3000
1225 L St Ste 200
Lincoln, NE
Firm
SMITH HAYES Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
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