About My Practice
Egermier Retirement and Financial Services assists in determining financial goals and objectives as well as customizing a financial and/or retirement plan to meet the needs of individuals. We also work with business owners in developing financial plans for them and/or their employees. Currently we provide services to individuals, families and companies in Nebraska, Iowa, and several other states. In our planning, we are happy to recommend other professionals in the field of law and accounting when the need arises. We strive to educate our clients to understand the basis for all of our recommendations as we believe a strong understanding will allow us to provide better service to meet their needs. Also, we offer a Financial Management educational program to our clients and prospects to further their awareness in this field. Our clients' income range from modest to wealthy. Egermier Retirement and Financial Services provides a complimentary consultation to interested individuals. Our clients choose the type of compensation they prefer (i.e. commission or management fee). Securities are offered through Linsco/Private Ledger, a registered broker dealer and Member SIPC.
35 Years in the Financial Services Industry
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: Nebraska, Health/disability insurance: Nebraska, Fixed annuities: Nebraska, Variable annuities: Nebraska
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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