$250 Award for a Business Name

A financial planning firm that offers comprehensive planning to more sophisticated investors. Located near Lincoln, Nebraska. Caring for clients and making sure we see the whole picture and are able to zoom in on specifics. Being able to put the individual financial puzzle pieces together to create a customized comprehensive financial picture/plan.

Keywords:
Competent
Analytical
Detail Oriented
Can zoom out to see the whole picture
Caring
Honest
Not-Salesy
Loyal
Guide
Coach
Direct