Stortz Financial Group

CONNECT

Address:

16820 Frances Street
Suite 205
Omaha, NE 68130

Phone:

(402) 934-9944 (800) 519-1784

Fax/Other:

(402) 934-9888

Our Mission

 

OUR MISSION: "TO EFFECTIVELY ASSIST OUR CLIENTS IN WORKING TOWARDS THREE FINANCIAL GOALS -- WEALTH ACCUMULATION DURING THEIR WORKING YEARS; SECURITY AND INDEPENDENCE IN RETIREMENT; AND THE POTENTIAL REDUCTION OF TAXES."



THE PROCESS:

* IDENTIFY CLIENT NEEDS AND GOALS
* DEVELOP A PLAN
* IMPLEMENT A PLAN OF ACTION
* PERIODICALLY REVIEW AND REVISE THE PLAN AS NEEDED


 

 

Please note that neither Voya Financial Advisors nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.