Independent Plan Financial, LLC

Alliance, Nebraska

★ 5.0
Call (308) 762-5542 Visit website →

About

Independent Plan Financial, an independent registered investment advisor based in Alliance, Nebraska, has been serving clients since 1994. The firm offers investment planning, asset management, retirement planning, education planning, estate planning, insurance risk management, tax planning, and business owner financial planning, structured around a multi-step consultation and planning process that includes initial goal-setting, detailed plan development, and ongoing plan adjustments. Led by Maverick Churchill, who brings experience in farming, ranching, banking, and entrepreneurship, the firm emphasizes a client-focused approach grounded in long-term diversified investing rather than market timing.

Firm details

Firm type
Independent RIA
Languages
English
Hours
Daily: Closed
SEC registered
No

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Stevens Capital Partners (Certified Financial Planner)

★5.0(48)

Omaha, Nebraska

CFP

Estate Planning Investment Management Wealth Management

Stevens Capital Partners (Certified Financial Planner) is an investment advisory firm in Omaha, Nebraska. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 48 Google reviews.

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